This article will explain the steps that need to be taken to import profiles inside Datatrics. Using this import function profiles will be created from your data.
Here there are a couple of examples of Profile data you want to import can look like.
"profileid", "email", "naam", "voornaam", "achternaam", "land"
"13232", "email@example.com", "Jan Test", "Jan", "Test", "Nederland"
"23234", "firstname.lastname@example.org", "Max Test", "Max", "Test", "Nederland"
Start the import
To start the import go to project settings and press ‘Custom Importer’. The following page should become visible:
Press the ‘Create Import’ button to start the next step.
Once the process of importing has been selected the following page will appear:
Select “Profile” here and give the import a fitting name. Special characters and spaces will be removed from the name. The source name that will be assigned is seen below.
After selecting the type and assigning the source name press on the next button.
Here there are two options available, uploading a CSV file from your local machine or load a URL that points to the XML feed.
When pressing the ‘upload file’ option your file explorer should open and you will be able to select a CSV file containing the conversions.
When pressing the url option a screen with different options that need to be filled in will appear.
The first option is ‘Element’, this is the name of the field that contains the profile. When taking the XML example from the beginning of this article, that would be “Profile”. Check your file to make sure that you select the correct element name.
The second is ‘Resource Location’, this expects the URL that points to the XML feed. After filling in the URL it will try to retrieve the feed. Based on the response you will get a popup message saying if it succeeded or failed.
If the imported data is a URL the option to select a frequency cap will be visible. The feed may change or have additional data every so often. Based on this you can select a time when the feed should be imported.
If the correct element has been chosen or the CSV file has been read correctly a drop down menu will appear enabling you to select the unique identifier for the given profile. Select the correct id here.
Based on the fields that are found inside the profile information, the mapping can start.
Example of mapping information to a profile:
Inside the drop down there are options for different fields that can be assigned to the value.
In the example given above the fields ‘profileid’ and ‘email’ are assigned to a profile by using ‘profile.’ and adding the field where it belongs.
Profiles can contain a lot more information like: country, name, zip, etc.
This can easily be assigned by using profile. and the importer will add these to the profiles that are being created based on the feed.
The fields are visible under the profiles inside the audience and can be used for targeting or segmenting the profiles.
After finishing the mapping you can start the import. The profiles will become visible within a couple of hours inside Audience. They can be found under the segment that has the same name as given to the import.
If you don’t want to wait or what to see the result immediately you can always use the following api call:
This should return an object containing all the imported profiles.