Exporting contacts from SAP CRM

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This topic is for administrators and developers with administration access rights in SAP-CRM.

This topic describes how to set up the SAP CRM integration for exporting contacts to Optimizely Campaign, after installing the integration.

This example uses the standard SAP configuration. Steps may be different if you have a customized SAP configuration in your organization.

Configuring a segmentation model

Set up a segment model that filters contacts with marketing permission for transfer to Optimizely Campaign. Use the segmentation model to generate a target group once, or at regular intervals according to your configuration, and apply the target group when exporting contacts. You cannot transfer contacts without marketing permission

The segmentation model is a standard function in SAP CRM, and it is not modified by the SAP CRM integration.

The following describes the basic steps to configure a segmentation model in SAP CRM.

  1. Change the user interface of your SAP CRM to English, if needed.
  2. In the start menu, open the Marketing menu.
  3. In the Create area, click Segmentation Model.

    Image: Segmentation model

  4. Update the fields in Create New Model according to your requirements and click OK.

    Image: Create new model

  5. Under Attribute List, click the down arrow.
  6. In the drop-down list, select attributes.

    Image: Select attributes

    The content of the attribute list is not part of the SAP CRM integration, you must create and configure this. To keep track of business and private customers in SAP CRM, include attribute list filters to distinguish between them.

    To calculate the number of filtered recipients in advance, click Options > Count on the Attributes node.

    Image: Attribute options

  7. Optionally drag additional attributes from the attribute list into your segmentation model.
  8. When done, select Options > Define Target Group on the Attributes node.

    Image: Define target group

    Your target group is displayed as a Target group node in the segmentation model.

    Image: Target group

  9. To create a target group job, click Options > Generate Target Group on the Target Group node.

    Image: Create target group job

  10. In the Job Name field, assign a name for the job.

    Image: Job name

  11. In the Start Time drop-down list, select Immediately.
  12. Deselect Execute Job Periodically. The regular execution of the target group job is controlled by a batch process.

    The batch process is based on SAP standard functions, and must be configured during implementation. The performance of the batch process depends on your SAP configuration. For information about the batch process, see the SAP CRM Integration Admin Guide.

  13. Click OK.

Creating a campaign for exporting contacts

A campaign must contain at least one target group. More than one group may be needed, for example to transfer private and business customers.

  1. Open the Marketing menu in the start menu of SAP CRM.
  2. In the Create area, click Campaign.

    Image: Create campaign

  3. Under Type, select optivo External Campaign.

    Image: Select campaign type

  4. In the Segments area, click Open Input Help to add the target group for the recipient export.

    Image: Open Input Help

  5. Search for and select the target group.

    Image: Select target group

  6. Select the check box below B2B Scenario to export a segmentation model with B2B contacts. To export a segmentation model with B2C contacts, leave the check box blank or clear it.

    Image: Select B2B scenario

  7. Select optivo File Export in the Channel area in the Communication Medium drop-down list.

    Image: Select file export

  8. Click Open Input Help to the right of the field.

    Image: Open input help

  9. In the search results, search for and select OPTIVO_GENERAL_CSV_PERSON_V01.

    Image: Select Mail Form ID

  10. In the New Status drop-down list, select Released and Approved.

    Image: Select New Status

    Under Current Status, the campaign status is set to Released, Approved.

    Image: Select Released and Approved

  11. Click Save.

    Image: Save campaign

  12. To start the campaign and the contacts export, select More > Start in the menu.

    Image: Start campaign

    Image: Start campaign 2

  13. Under Start, select Immediately in the drop-down list.

    Image: Start campaign immediately

  14. Deselect the Start Periodically check box. The regular execution of the campaign job is controlled by a batch process.

    The batch process is based on SAP standard functions, and must be configured during implementation. The performance of the batch process depends on your SAP configuration. For information about the batch process, see the SAP CRM Integration Admin Guide.

  15. Select the server to which the export should be saved.

    Image: Save export to server

  16. Click Start.

    Image: Start campaign job

    The execution progress is displayed under Job Status.

    Image: Job progress

Transferring exported contacts to Optimizely Campaign

Exported contacts are transferred as a CSV file to your directory on the Optimizely server. You can automate the transfer using a script.

To transfer the CSV file manually, do the following:

  1. Log in to the Optimizely server with your user credentials.

    If you do not have a user account, contact customer support. See Accessing FTP via SCP for Windows or Accessing FTP via SCP for MacOS/OS X.

  2. Upload the CSV file to your directory on the Optimizely server.

    If you have multiple directories (folders) on the Optimizely server, make sure to save the completed and renamed template in the directory set up for your CSV file during configuration of the SAP CRM integration. If you place the CSV file in another directory, the import fails.

    When the CSV file is in the directory, and customer support has set up the corresponding batch job, contact data is automatically added to the Optimizely Campaign recipient lists.

    As the export may take time, you should perform the data transfer automatically at night.