Best Practice for Export/Import of Contact Marketing Permissions/Subscriptions

[SCHNEIDERT]

Dear Experts,

did anyone ever try to export all of the Marketing Permissions and Subscriptions of the Contacts from a Marketing Cloud system to import them again afterwards? If so, what is the best way to get all of the necessary data (like the needed Contact Origins and IDs, Permission IDs, Timestamps when the data has been changed or the User who did the change)?

Example why this could be necessary/useful:

1. Doing a tenant copy from P to Q of integrated systems (e.g. Sales Cloud): In that case we would "clean up" also our Marketing Q tenant and do an initial data load after the Sales Cloud tenant copy. Marketing Permissions are only stored in MC (P tenant) and not in C4C, so they could not be loaded from there like Contacts and Accounts.

2. Changing the C4C-integration from OData to SOAP to use the Contact-To-Account-Relationship. Therefore as I understand we have to delete (merged) interaction contacts in Marketing Cloud and do a new initial data load from C4C to create the Business Partners in Marketing Cloud. Therefore we also need to export the permissions/subscriptions before and import them again after the change.

3. Migration from SAP Marketing Cloud to SAP Emarsys (or other solutions).

Maybe anyone of you has already had a similar scenario and could give some tips and tricks 🙂

BR Tobias

[nicolae_ciumac]

Hello Tobias,

a short comment concerning your first point.

Please be aware that our SAP DATA PROCESSING AGREEMENT FOR SAP CLOUD SERVICES stipulates that no personal data shall be stored in a non-production environment (Q tenant). Therefore a P-to-Q copy is not allowed.

Best regards,

Nico

[mohannad_el-jayousi]

Hello Tobias,

Regarding Permissions, currently the only standard way to retrieve data in bulk is via the Contacts API.

Kind regards,

Mohannad

[SCHNEIDERT]

Hi nicolae.ciumac,

thanks for your reply. Got your point.

I'm wondering why such a tenant copy is then possible and offered by SAP for C4C tenants.

We still need this for the second reason to do the migration from OData to SOAP for our C4C integration.

BR Tobias

[former_member558862]

Hi schneidert,

I set this up now with a custom view based on the permission table CUAND_CE_MP_ROOT. The solution, however, has one big "gap". If a customer has multiple email addresses or phone numbers, the export will list all values in the same fields. For some fields this is fine, for others the context is missing. The following example should explain it. The contact has two email addresses and one of them is opt-in whereas the other is opt-out. You would not know which opt-in value belongs to which email address.

In our system, the prerequisite is that there is always only one email address, only one phone and only one mobile number.

View overview:

It is always the permission table that is left outer joined just with different filters, e.g. for mobile:

• Email: Communication medium EMAIL, facet ID origin EMAIL
• Mobile: Communication medium PHONE, facet ID origin MOBILE
• SMS: Communication medium SMS, facet ID origin MOBILE
• Phone: Communication medium PHONE, facet ID origin PHONE

At the end, there is always the same set of attributes for each channel.

The export attributes can then be used for contact person export.

So as I mentioned at the beginning, this setup only helps if you are focused on contacts with only one ID for each channel. But maybe it helps in some cases.

Best
Christian

[SCHNEIDERT]

Hi chackbusch,

oh wow okay, looks good.

We had a meeting yesterday and will now also try to find ways using reports or OData and compare the solution approaches.

I'll keep you updated as soon as we make progress.

Thanks for your input!

BR Tobias

[hackbu]

Hi schneidert,

we have currently the same requirement. We would need to export all contacts with their current permission data. Did you achieve this in some way?

Best
Christian

[SCHNEIDERT]

Hi hackbu,

we're currently in developing a solution approach that can then hopefully be used for all of our customers. I can keep you updated if we found a good solution.

BR Tobias

[hackbu]

Hi schneidert,

sure. Would highly appreciate it. I am currently also setting up some custom view to make all data available for contact export. Let's see how this turns out.

Best
Christian

[harald_van_zee]

Dear experts,

I also need an export from all contacts with all there Permissions, Subscriptions and Interactions. Incl. Timestamps. Did anyone already did something in this direction?

I see that the export definition is a bit limited and probably I need to create a batch with APIs to get all the data out of Marketing Cloud.

BR Harald