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Create a Customer.io source connection and dataflow in the UI
NOTEThis tutorial provides steps for creating a Customer.io source connection and dataflow using the Adobe Experience Platform user interface.
Getting started
This tutorial requires a working understanding of the following components of Experience Platform:
-
Experience Data Model (XDM) System: The standardized framework by which Experience Platform organizes customer experience data.
- Basics of schema composition: Learn about the basic building blocks of XDM schemas, including key principles and best practices in schema composition.
- Schema Editor tutorial: Learn how to create custom schemas using the Schema Editor UI.
-
Real-Time Customer Profile: Provides a unified, real-time consumer profile based on aggregated data from multiple sources.
Prerequisites
The following section provides information on prerequisites to complete before you can create a Customer.io source connection.
Sample JSON to define the source schema for Customer.io
Before creating a Customer.io source connection, you will require a source schema to be provided. You can use the below JSON.
{
"event_id": "01E4C4CT6YDC7Y5M7FE1GWWPQJ",
"object_type": "customer",
"metric": "subscribed",
"timestamp": 1613063089,
"data": {
"customer_id": "42",
"email_address": "test@example.com",
"identifiers": {
"id": "42",
"email": "test@example.com",
"cio_id": "d9c106000001"
}
}
}
Create an Experience Platform schema for Customer.io
You must also ensure that you create an Experience Platform schema to use for your source. See the tutorial on creating an Experience Platform schema for comprehensive steps on how to create a schema.
Connect your Customer.io account
In the Experience Platform UI, select Sources from the left navigation to access the Sources workspace and see a catalog of sources available in Experience Platform.
Use the Categories menu to filter sources by category. Alternatively, enter a source name in the search bar to find a specific source from the catalog.
Go to the Marketing automation category to see the Customer.io source card. To begin, select Add data.
Select data
The Select data step appears, providing an interface for you to select the data that you want to bring to Experience Platform.
- The left part of the interface is a browser that allows you to view the available data streams within your account;
- The right part of the interface lets you preview up to 100 rows of data from a JSON file.
Select Upload files to upload a JSON file from your local system. Alternatively, you can drag and drop the JSON file you want to upload into the Drag and drop files panel.
Once your file uploads, the preview interface updates to display a preview of the schema you uploaded. The preview interface allows you to inspect the contents and structure of a file. You can also use the Search field utility to access specific items from within your schema.
When finished, select Next.
