How does exporting work in B2B scenario?

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Posted on by mkxx96

Can someone tell me exactly how does exporting segments work in a B2B scenario? Do I have to configure B2C customer profiles as well before exporting or should I just add customer IDs in my data?

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Nya 29,060 on at

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RE: How does exporting work in B2B scenario?

Hi mkxx96,

Exporting segments in environments for business accounts (B-to-B) or individual consumers (B-to-C)
Most export option support both types of environments. Exporting segments to various target systems has specific requirements. Generally speaking, a segment member, the customer profile, contains contact information. While this is usually the case for segments built on individual consumers (B-to-C), it's not necessarily the case for segments based on business accounts (B-to-B).

Segment exports environments for business accounts (B-to-B)

Segments in the context of environments for business accounts are built on the account entity. To export account segments as is, the target system needs to support pure account segments. This is the case for LinkedIn when you choose the company option while defining the export.

All other target systems require fields from the contact entity. To ensure account segments can retrieve data from related contacts, your segment definition needs to project attributes of the contact entity. Learn more about how to configure segments and project attributes.

Segment exports in environments for individual consumers (B-to-C)

Segments in the context of environments for individual customers are built on the unified customer profile entity. Every segment that meets the requirements of the target systems (for example, an email address) can get exported.

Limits on segment exports

Third-party target systems may limit the number of customer profiles that you can export.

For individual customers, you'll see the actual number of segment members when you select a segment for export. You'll get a warning if a segment is too large.

For business accounts, you'll see the number of accounts in a segment; however, the number of contacts that may be projected doesn't show. In some cases, this could lead to the exported segment actually containing more customer profiles than the target system accepts. Exceeding the limits of the target systems results will skip the export.

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