---
schema_version: "1"
id: 0c35593762414798a6042c084fc5837515390cba1eff0c75a8839400b96d338b
title: Define an Automation for Segment Exports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_pers_segment_automation_studio_load.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_pers_segment_automation_studio_load.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 51cfe00d91022310a5e48fb18cccf373fa497ceb4316b6caaf7419077e368eb2
description: Configure and schedule an automation for segment exports. You can also test the automation before activating it.
products:
  - Marketing
  - Salesforce Personalization
release: "264"
---
# Define an Automation for Segment Exports

Configure and schedule an automation for segment exports. You can also test the automation before activating it.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d61122e38">Permissions
              Needed</th>
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            <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d61122e38 ">To define an automation:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d61122e38 ">A role with Administrator permissions</td>

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1. From the main navigation in Marketing Cloud Engagement, select **Journey Builder** | **Automation Studio**.
2. Click **New Automation**.
    1. Drag **Schedule** from the **Starting Sources** section to the **Start with a Starting Source** dotted circle.
    2. Click **Configure**.
    3. Enter a **Start Date** and **Time**.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_personalization-264-0-0-production-enus/16bf1f60-f44c-4260-a56e-f052cfe515a3/images/icon_note.png)
        
        Note Be sure not to set a start date and time that occurs before the date you expect to finish end-to-end testing of this process.
    4. Confirm that the **Time Zone** is correct or change it.
    5. Select the **Repeat as Daily every 1 day(s)** option.
    6. Set the **End** as a number of occurrences, a specific date, or never.
    7. Click **Done**.
3. Drag **Import File** onto the workflow canvas.
    1. Click **Choose** to select an object for that activity.
    2. Click **Create New Import Definition**.
    3. Enter a **Name** for the activity that matches the segment so you can identify it in Automation Studio.
    4. Add a **Description**, if desired, such as details about the Personalization segment rules.
    5. You can leave **External Key** blank, or add one as necessary.
    6. To receive a notification after the import completes, select **Send notification email to** and enter the email address.
    7. Click **Next**.
4. Select the **File Location** that you created previously.
5. Create the **File Naming Pattern** in the format `SegmentExport_[SEGMENT_ID]_%%Year%%-%%Month%%-%%Day%%.csv`, replacing \[SEGMENT\_ID\] with the segment ID for the segment you’re exporting.
6. As part of end-to-end testing, confirm that the **Example File Name** matches the file dropped in the SFTP inbound folder (such as SegmentExport\_\[SEGMENT\_ID\]\_2022-04-15.csv).
7. Configure these settings:
    
     
    | Setting | Description |
    | --- | --- |
    | **Date Format:** | English (United States) |
    | **Delimiter:** | Comma |
    | **Respect double quotes (") as a text delimiter:** | Selected |
    | **Skip rows with bad data:** | Selected |
    
    1. Select any **Advanced File Options** you want.
    2. Click **Next**.
8. Locate the data extension you created previously.
9. Click **Next**.
10. Select **Add and Update** as the **Data Action**.
11. Select **Map by Header Row**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_personalization-264-0-0-production-enus/16bf1f60-f44c-4260-a56e-f052cfe515a3/images/icon_note.png)
    
    Note Attribute names in the segment you’re exporting must match the field names in the data extension. If the data extension column names don’t match, select **Map by Ordinal** or **Map Manually**.
12. Click **Next**.
13. Review the configuration.
14. Click **Finish**.
15. Add and configure more activities as necessary.
16. Click **Save**.
17. To test the automation, click **Run Once**. New records appear on the target data extension.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_personalization-264-0-0-production-enus/16bf1f60-f44c-4260-a56e-f052cfe515a3/images/icon_note.png)
    
    Note To test the automation, there must be a file in the outbound SFTP folder.
18. When testing is complete, activate the automation by clicking **Active** and then **Activate**.