How to successfully onboard CRM data into AAM

Description

How to successfully onboard CRM data into AAM?

Resolution

Prerequisites:

  1. “Cookie” type data source, if you have synced CRM IDs.

OR

“Cross-Device” type data source, if you ID sync is not confirmed.

  1. Traits and Segments.

Steps to follow:

  1. Format your data in accordance with the guidelines as specified here. Any file content failing to abide to these guidelines will end up in failed scenarios.
  2. Once your file content is ready, name the file as per guidelines here for S3 | here for SFTP .
  3. If you want to encrypt your files, you can use only GPG or PGP encryptions.
  4. Lastly, if you wish to compress your files, only GZIP format is supported.
  5. After aligning all the configurations, upload your files into the Adobe provided Inbound S3 or SFTP locations.

Additional Information:

  1. Post creating new traits/segments, wait for 2-3hours before uploading any data files. This time is needed for the new traits/segments to propagate across all the global servers.
  2. Ensure that you are following UTF-8 charset file formatting your data files.
  3. Pay special attention to the characters such as TAB, COMMA, DOUBLE QUOTES etc.
  4. Ensure that you are using correct encryptions otherwise file won’t be read by AAM server.
  5. Post uploading your file, wait for 24hours for the file details to be available under “Onboarding Status Report” and 24 more hours to this data in the traits/segment. In total 48hours to get your uploaded data into the respective traits/segments.

Points to Remember:

  1. For CRM IDs which are not synced, segment will not show any data.
  2. Non-synced IDs, when sync later, will become part of the segment but to update trait reports, file reupload would be needed.

In case if any assistance is needed from support:

  1. Provide Organization details
  2. Share Filename to debug
  3. Traits and Segments ID

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