Ingest and use data using source connectors

In the Adobe Experience Platform UI, in the left rail, select Schemas within DATA MANAGEMENT.

Select Create schema.
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In the Select a class step of the Create schema wizard:

1. Select Individual Profile.

   

   note info
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   An Experience Event schema is used to model the behavior of a profile (like scene name, push button to add to cart). An Individual Profile schema is used to model the profile attributes (like name, email, gender).

2. Select Next.

In the Name and review step of the Create schema wizard:

1. Enter a Schema display name for your schema and (optional) a Description.

   

2. Select Finish.

In the Structure tab of Example Schema:

1. Select + Add in Field groups.

   

   Field groups are reusable collection of objects and attributes that allow you to easily extend your schemas.

2. In the Add fields groups dialog, select the Loyalty Details field group from the list.

   

   You can select the preview button, to see a preview of the fields that are part of this field group.

   

   Select Back to close the preview.

3. Select Add field groups.

Select + next to your schema name in the Structure panel.

In the Field Properties panel, enter Identification as the name, Identification as the Display name, select Object as the Type and select Profile Core v2 as the Field Group.

This identification object adds identification capabilities to your schema. In your case, you want to identify loyalty information using the email address in your batch data.

Select Apply to add this object to your schema.

Select the email field in the identification object you just added, and select Identity and Email from the Identity namespace in the Field Properties panel.

You are specifying the email address as the identity the Adobe Experience Platform Identity service can use to combine (stitch) the behavior of profiles.

Select Apply. You see that a fingerprint icon appears in the email attribute.

Select the root level of your schema (with the schema name), then select the Profile switch.

You are prompted to enable the schema for profile. Once enabled, when data is ingested into datasets based on this schema, that data is merged into the Real-Time Customer Profile.

See Enable the schema for use in Real-Time Customer Profile for more information.

Select Save to save your schema.

In the Adobe Experience Platform UI, in the left rail, select Datasets within DATA MANAGEMENT.

Select Create dataset.

Select Create dataset from schema.

Select the schema that you created earlier and select Next.

Name your dataset and (optional) provide a description.

Select Finish.

Select the Profile switch.

You are prompted to enable the dataset for profile. Once enabled, the dataset enriches real-time customer profiles with its ingested data.

In Adobe Experience Platform, select Sources from CONNECTIONS in the left rail.

Select your source connector from the list of available source connectors.

Each connector follows a similar workflow:

1. Authentication. You provide authentication details to access the source of data.

2. Select data: You select the source data that you want to ingest.

3. Dataflow detail: You provide additional details on the dataflow, for example name and which dataset to use.

4. Mapping: You map the incoming source data fields to attributes in the schema associated with the dataset that you selected.

5. Scheduling: If available, you can schedule the ingestion of data.

6. Review: You see a review of the definition of the source connector.

Each connector provides detailed documentation. To access this documentation:

1. On the connector tile, select the … next to Set up or Add data.

   

2. Select View documentation.

In the Customer Journey Analytics UI, select Connections in the top navigation.

Select Create new connection.

In the Untitled connection screen:

1. Name and describe your connection in Connection Settings.

2. Select the correct sandbox from the Sandbox list in Data settings and select the number of daily events from the Average number of daily events list.

   

3. Select Add datasets.

In the Select datasets step in Add datasets:

1. Select the dataset that you created earlier (Example Loyalty Dataset) and any other dataset you want to include in your connection.

   

2. Select Next.

In the Datasets settings step in Add datasets:

For each dataset:

1. Select a Person ID from the available identities defined in the dataset schemas in Adobe Experience Platform.

2. Select the correct data source from the Data source type list. If you specify Other, then add a description for your data source.

3. Set Import all new data and Dataset backfill existing data according to your preferences.

   

4. Select Add datasets.

5. Select Save.

In the Customer Journey Analytics UI, select Data views in the top navigation.

Select Create new data view.

In the Configure step:

Select your connection from the Connection list.

Name and (optionally) describe your connection.

Select Save and continue.

In the Components step:

Add any schema field and/or standard component that you want to include to the METRICS or DIMENSIONS component boxes.

Select Save and continue.

In the Settings step:

Leave the settings as they are and select Save and finish.

In the Customer Journey Analytics UI, select Projects in the top navigation.

Select Projects in the left navigation.

Select Create project.

Select Blank project.

Select your data view from the list.

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To create your first report, start dragging and dropping dimensions and metrics on the Freeform table in the Panel . As an example, drag Program Points Balance and Page View as metrics and email as dimension to get a quick overview of profiles that have visited your website and are part of the loyalty program collecting loyalty points.