What is Data Exchange?
Data exchange allows users to connect MSIGHTS data to another system or service. Users can create a table with the desired data and dataset and send it to either different databases or to an actual email address.
The existing connected options are the following ones:
AWS S3
Azure Blob Storage
Email
HubSpot CRM
Marketo Leads
MSIGHTS Data Importer
Salesforce CRM
SFTP
The above is also the main difference between Reporting and Data Exchange meaning that while users can still create tables and export them through the Reporting application, Data Exchange can also connect to the previously mentioned systems and services and schedule the output to to come through on daily/weekly/monthly basis
How to set up Data Exchange reporting?
Step 1: While in the Reporting application, navigate through the left panel under Data Exchange and click on the plus (+) sign to create a new board.
This will create an empty board that can be named however is desired. In the example below the board has been named as Data Exchange Example.
Step 2: On the top right corner click on the small graph sign 
to create either a Sandbox or a Data Export table.
Sandbox table - Allows only for data export either to PDF or Excel and cannot be scheduled;
Data Export table - Allows users to choose the desired database or service where the data needs to be sent to and schedule the export as explained above.
Step 3: After clicking on the Data Export table a pop-up window appears where the user can create the table with the desired name, dataset, filters, attributes, and metrics. Creating the table is the same as creating a simple table under Reporting by clicking on Save.
Step 4: After creating the table, click on the Create Connection button (upload button 
) in the upper right corner of the table as shown below. Please note that this button is enabled only the first time you create the connection.
This will enable another pop-up window where the user can set up the actual data exchange with the desired system/database. Read more on how to create a connection below.
How to Create a Connection?
Step 1: Select a connector. In this particular example we have selected Email from the options in the previous screen.
Step 2: Create the connector credentials by clicking on CREATE NEW, naming it accordingly, and adding the desired Email Address where you want to send the data.
Note: Multiple email addresses can be set separated by commas.
Step 3: Click on "Save" and move to the Delivery Options. In this part, the user can name the file, choose the file format (csv, tsv, txt, parquet json, excel), and select how often the data needs to be sent to the previous email address/es.
In the below example, we have selected Excel as a file format and scheduled the data to be sent weekly on Mondays.
Step 4: After clicking on the Create button, in the down left corner, the connection is ready. The last step is to preview what has been created so far and we Save&Run.
Please ensure that all options (At Export Finished, Connector Notification, At Bad Credentials, At Export Finished With Data Uploaded) are selected which will ensure that data will be sent to the email address even when there is an error. On top by selecting Yes under the question Would you like to post your first export will ensure that data will be sent only the first time after the connection is created to the email address without waiting for the first scheduled day (i.e. next Monday).
Step 5: After saving and running the connection will appear as as In Progress
As soon as this is completed the data will start flowing into the email address
Last but not least, the user can export the data at any time by clicking the small icon on the right-down corner of the table and selecting Export Data. This option allows for exporting the data (again in the email address we have set up in the previous steps) without waiting for the next scheduled output.
Please do not hesitate to reach out to MSIGHTS Support via the messenger chat window on your bottom right-hand corner at any time or the button below for any questions, support, or feedback. We'd be happy to help!