Overview
Setting up a CSV source allows you to import your data from a physical CSV-type file or from one of the data feeds options:
- HTTP
- SFTP
- Amazon S3
How to create a new CSV source
File import
Under the Sources object, locate and click on the Add new source button and select the CSV source option.
Add a descriptive name for the selected source.
Select the File import option and choose the desired CSV-type files to be imported from your computer.
The uploading may take some time. Once completed, you need to configure the schemas and schema fields.
Mark the schemas by type of the information being stored:
- Customers - customer information is stored
- Events - event information is stored
- Products - product information is stored
As a final step, connect your product data with events.
NOTE: "Data mapping" step is only accessible if there is a schema marked as "Products".
Once the source configuration is done, you can proceed towards creating Events, Segments, Metrics, and other objects within our platform using the imported data from the CSV file.
Data feed
Under the Sources object, locate and click on the Add new source button and select the CSV source option.
Add a descriptive name for the selected source.
Select the Data feed option and set up the sync interval option for the feed.
Set up the syncing periods for the data feed.
HTTP
Select the HTTP option and input the HTTP server credentials:
- HTTP URL link
NOTE: you can add multiple HTTP server links.
Once the data ingestion from the feed has been completed, you need to configure the schemas and schema fields.
Mark the schemas by type of the information being stored:
- Customers - customer information is stored
- Events - event information is stored
- Products - product information is stored
As a final step, connect your product data with events.
NOTE: "Data mapping" step is only accessible if there is a schema marked as "Products".
Once the source configuration is done, you can proceed towards creating Events, Segments, Metrics and other objects within our platform using the imported data from the HTTP feed.
SFTP
Select the SFTP option and input the SFTP server credentials:
- Host
- Port
- User
- Password
NOTE: you can add multiple SFTP server links.
Once the data ingestion from the feed has been completed, you need to configure the schemas and schema fields.
Mark the schemas by type of the information being stored:
- Customers - customer information is stored
- Events - event information is stored
- Products - product information is stored
As a final step, connect your product data with events.
NOTE: "Data mapping" step is only accessible if there is a schema marked as "Products".
Once the source configuration is done, you can proceed towards creating Events, Segments, Metrics, and other objects within our platform using the imported data from the SFTP feed.
Amazon S3
Select the Amazon S3 option and input the bucket server credentials:
- HTTPS URL link
- Access key
- Secret key
NOTE: you can add multiple Amazon S3 buckets
Once the data ingestion from the feed has been completed, you need to configure the schemas and schema fields.
Mark the schemas by type of the information being stored:
- Customers - customer information is stored
- Events - event information is stored
- Products - product information is stored
As a final step, connect your product data with events.
NOTE: "Data mapping" step is only accessible if there is a schema marked as "Products".
Once the source configuration is done, you can proceed toward creating Events, Segments, Metrics, and other objects within our platform using the imported data from the Amazon S3 bucket feed.
Updated 3 months ago