Equativ Batch File Export Integration

You can send segment taxonomy and user profile data from Treasure AI to Equativ by exporting CSV files to the Google Cloud Storage (GCS) buckets provided by Equativ. This integration uses the Google Cloud Storage Export V2 connector and Equativ's batch file synchronization service.

Equativ ingests the files automatically once they land in the assigned bucket, so you can drive segment definitions and profile membership from your Treasure AI parent segments and Audience Studio activations.

For the upstream Equativ specification, see Sync Segments and Profiles - Batch File.

• Basic knowledge of Treasure AI, including TD Toolbelt.
• An Equativ account with batch file synchronization enabled.
• The GCS service account credentials (JSON key) and target bucket name supplied by your Equativ representative.
• A query or Audience Studio segment whose result set produces the columns required by Equativ.

If your security policy requires IP whitelisting, you must add Treasure Data's IP addresses to your allowlist to ensure a successful connection.

Please find the complete list of static IP addresses, organized by region, at the following document

Equativ requires CSV files with the following characteristics:

Use the taxonomy file to register or update segment definitions in Equativ.

Use the profile file to add, remove, or replace segment memberships for individual users.

1. Open Treasure Console.
2. Navigate to Integrations Hub > Catalog.
3. Search for and select Google Cloud Storage V2.
4. Select Create Authentication.
5. Select JSON Keyfile as the authentication method and paste the service account JSON key supplied by Equativ.
6. Type a name for your connection (for example, equativ-batch-file).
7. Select Continue.

For full GCS authentication options including Workload Identity Federation, see the Google Cloud Storage Export V2 Integration documentation.

Your query must produce the exact columns and value formatting expected by Equativ. Use a pipe (|) delimiter and emit comma-separated lists where required.

SELECT
  segment_id      AS "SegmentId",
  segment_name    AS "Name",
  CAST(is_active     AS INTEGER) AS "IsActive",
  CAST(is_selectable AS INTEGER) AS "IsSelectable",
  CAST(price AS DOUBLE)          AS "Price",
  CAST(ttl_minutes   AS INTEGER) AS "TTL",
  parent_segment_id              AS "ParentSegmentId",
  description                    AS "Description"
FROM equativ_taxonomy

The example below converts arrays of segment IDs into the comma-separated format that Equativ expects.

SELECT
  user_id AS "UserID",
  ARRAY_JOIN(segments_to_add,    ',') AS "SegmentToAdd",
  ARRAY_JOIN(segments_to_remove, ',') AS "SegmentToRemove",
  ARRAY_JOIN(segments_to_set,    ',') AS "SegmentToSet"
FROM equativ_profile_updates
WHERE TD_INTERVAL(time, '-1d/now')

You can export the result of either a Data Workbench query or an Audience Studio activation.

1. Complete the steps in Creating a Destination Integration.
2. Navigate to Data Workbench > Queries and open the query that produces the Equativ-formatted result set.
3. Run the query to validate the output.
4. Select Export Results and select the Equativ Google Cloud Storage authentication you created.
5. Configure the integration parameters as described below.
6. Select Done and run the query.

You can also send segment data to the target platform by creating an activation in the Audience Studio.

1. Navigate to Audience Studio.
2. Select a parent segment.
3. Open the target segment, right-mouse click, and then select Create Activation.
4. In the Details panel, enter an Activation name and configure the activation according to the previous section on Configuration Parameters.
5. Customize the activation output in the Output Mapping panel.

• Attribute Columns
  • Select Export All Columns to export all columns without making any changes.
  • Select + Add Columns to add specific columns for the export. The Output Column Name pre-populates with the same Source column name. You can update the Output Column Name. Continue to select + Add Columnsto add new columns for your activation output.
• String Builder
  • + Add string to create strings for export. Select from the following values:
    • String: Choose any value; use text to create a custom value.
    • Timestamp: The date and time of the export.
    • Segment Id: The segment ID number.
    • Segment Name: The segment name.
    • Audience Id: The parent segment number.

6. Set a Schedule.

• Select the values to define your schedule and optionally include email notifications.

7. Select Create.

When you configure the activation, point it at the Equativ GCS authentication and use the same integration parameters described in the next section.

For the full list of GCS V2 export parameters, see Integration Parameters for Google Cloud Storage.

Equativ processes files as soon as they appear in the bucket. To keep taxonomy and profile data current:

• Schedule the taxonomy export whenever the segment definition changes (typically daily or on demand).
• Schedule the profile export at a cadence shorter than the 14-day profile record retention period. A daily incremental export is a common pattern.

You can schedule the export by:

• Setting a Schedule on the Audience Studio activation, or
• Using a Treasure Workflow td> task that drives the scheduled query.

1. Confirm the file appears in the Equativ-managed bucket at the expected File Path.
2. Open the file and verify:
   • Pipe-delimited columns.
   • UTF-8 encoding.
   • Comma-separated SegmentToAdd / SegmentToRemove / SegmentToSet values.
3. Check Equativ's ingestion report or platform UI to confirm that the segment taxonomy or profile updates were applied.

If Equativ rejects the file, review the file against the File Format Overview section and confirm that you uploaded to the correct bucket for the file type, environment, and region.