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Export Process

The Harbr platform allows you to export products and assets to your internal environments or local desktop, enabling seamless integration and fast access to data. You can configure exports as one-time action, either as a basic or filtered export, or you can set up automatic exports for updating data.

Basic Export

Export Types

  • Static Products or Assets: Exportable to your desktop or a cloud connector.

  • Updating Assets: Must be exported to a cloud connector. Desktop is not available for updating data.

Permissions Required

  • To export a product, you must have an active subscription to Export or Spaces and Export.

  • To export an asset, your use permissions must include Export.

  • You must also have subscriptions to all contributing data products if subscription lineage is enforced. For more information on subscription lineage, see here.

Create a Basic Export

  1. Click Exports in the navigation bar.

  2. Click Create Export to begin the export setup process.

  3. Enter a Title and Description for the export.

  4. Select a Product or Asset.

    • If it doesn't appear, verify your subscription status.

  5. Choose the Format:

    • If the product or asset was created in CSV, ORC, or Parquet, you may change the format at export.

  6. Select the Export Destination:

    • Desktop: Downloads the data directly (not available for updating assets/products).

    • Cloud Connector: Select the desired connector from the dropdown and enter any required details (recommended option for data over 10GB in size).

  7. Set Notification Preferences:

    • By default, you'll receive emails for failed exports.

    • Opt-in to receive emails for successful exports, or turn off all notifications.

    • These settings can be updated later.

  8. Click Create. The platform will test the cloud connector if selected and flag any connection issues.

  9. Once ready, click Start Export to initiate the process.

  10. The Status will update from In Progress to Success upon completion.

    • You can leave the page and return later to check the export status.

Once completed, your data will be available at the selected destination—either your desktop or configured cloud connector.

Filtered Export

When creating an export for products or assets, you may not want every column and every value contained in the data. To enable more specific, fit-for-purpose data extractions, you can create column and/or row filters to ensure the export process extracts only the data you need.

Once you’ve selected your product or asset in the export process, you’ll see a Customize button for each table asset. Click Customize to apply filters, where you can then choose to:

  • Select columns

  • Add row filtering

Column Filtering

  1. Click Select columns to open a modal listing all columns in the table.

  2. Use the search bar or data type filter to find specific columns.

  3. Use the checkboxes to select the columns to include in the export.

    • Selected columns appear in a summary panel on the right.

  4. Click Confirm selection to apply the column filter and return to the export screen.

    • A Selected columns tag appears in the asset row once applied.

Row Filtering

Click Add row filtering to define which rows should be exported.

  1. Choose one of the following options:

  • Basic filters: Select a column, condition, and value/range from dropdowns.

    • Select a column

    • Choose a condition based on that column’s data type

    • Specify values or ranges

  • Custom formula: Use SQL-style expressions in the text input field. Refer to the data dictionary shown in the modal to construct your filter.

    • Your formula should reference the column names and describe conditions in SQL. Boolean logic is supported. Here are some examples:

      • dept_id BETWEEN 12 AND 16

      • (postcode IS NULL and UPPER(Town) = 'ASHFORD) OR (postcode LIKE ('TN26%'))

      • start_date < TO_DATE('2024-03-01','yyyy-MM-dd')

      • account_name not like '%1-Year' and account_name like '%Cash ISA%'

Review Applied Filters

Once filters are applied, you’ll return to the export creation screen. Each asset will display:

  • A "Selected columns" indicator for column filters

  • A "Row filtering" indicator for row filters

Filters cannot be edited after the Export is created so review all settings before finalizing.

Check Export Status

You can leave an export process running and come back to check its status at any time.

To view the status of an export process:

  1. Click on the Export icon on the navigation bar.

  2. View a summary of all your exports. Toggle between a list and grid view in order to:

  3. Review Export Details:

    • Product/asset name

    • Table format

    • Frequency

    • Target details (connector)

    • Updates table

  4. Review Usage Permissions: this is a table to clarify which products or asset you require export permissions to enable a successful export of this product or asset to run.

Depending on your export notification settings, you will receive email notifications about the result of the export. By default, failure notifications are sent. You will need to edit the export to turn notifications for successful exports on too. Notifications can be turned off at any time.

If your export fails, it will be displayed in the status. Check you have the required access to your connector and also the the size of your data is appropriate for the known connector limits.

Export Limits

To ensure successful exports, keep the following size guidelines in mind:

  • >15GB total size: Do not convert to CSV

  • >5GB total size: Do not export to browser

  • <20GB (after conversion): Can be exported to a connector in any format

  • Single table >20GB: Should be exported in ORC, AVRO, or Parquet (not CSV)

Edit or Delete an Export

Certain descriptive attributes of an Export process can be edited. This includes notification settings.

  1. Click on the Export icon on the navigation bar.

  2. View a summary of all your exports which can be toggled between a list view and a grid view.

  3. Click on an Export to edit:

    • Select Edit.

    • Edit the Title, Description or notification settings.

    • Click Save.

  4. Click on an export to delete:

    • Select Delete.

    • Confirm Delete.

      • The export process is deleted.

      • This deletes the export process from the platform to your connector. It does not delete any data that has already been exported to the connector and the connector itself is not deleted.

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