Add data

After creating your customer success source account, the Add data step appears, providing an interface for you to explore your customer success source account’s table hierarchy.

  • The left half of the interface is a browser, displaying a list of data tables contained in your account. The interface also includes a search option that allows you to quickly identify the source data you intend to use.
  • The right half of the interface is a preview panel, allowing you to preview up to 100 rows of data.
NOTE
The search source data option is available to all table-based sources excluding the Adobe Analytics, Amazon Kinesis, and Azure Event Hubs.

Once you find the source data, select the table, then select Next.

select-data

Provide dataflow details

The Dataflow detail page allows you to select whether you want to use an existing dataset or a new dataset. During this process, you can also configure settings for Profile dataset, Error diagnostics, Partial ingestion, and Alerts.

dataflow-detail

Use an existing dataset

To ingest data into an existing dataset, select Existing dataset. You can either retrieve an existing dataset using the Advanced search option or by scrolling through the list of existing datasets in the dropdown menu. Once you have selected a dataset, provide a name and a description for your dataflow.

existing-dataset

Use a new dataset

To ingest into a new dataset, select New dataset and then provide an output dataset name and an optional description. Next, select a schema to map to using the Advanced search option or by scrolling through the list of existing schemas in the dropdown menu. Once you have selected a schema, provide a name and a description for your dataflow.

new-dataset

Enable Profile and error diagnostics

Next, select the Profile dataset toggle to enable your dataset for Profile. This allows you to create a holistic view of an entity’s attributes and behaviors. Data from all Profile-enabled datasets will be included in Profile and changes are applied when you save your dataflow.

Error diagnostics enables detailed error message generation for any erroneous records that occur in your dataflow, while Partial ingestion allows you to ingest data containing errors, up to a certain threshold that you manually define. See the partial batch ingestion overview for more information.

profile-and-errors

Enable alerts

You can enable alerts to receive notifications on the status of your dataflow. Select an alert from the list to subscribe to receive notifications on the status of your dataflow. For more information on alerts, see the guide on subscribing to sources alerts using the UI.

When you are finished providing details to your dataflow, select Next.

alerts

Map data fields to an XDM schema

The Mapping step appears, providing you with an interface to map the source fields from your source schema to their appropriate target XDM fields in the target schema.

Platform provides intelligent recommendations for auto-mapped fields based on the target schema or dataset that you selected. You can manually adjust mapping rules to suit your use cases. Based on your needs, you can choose to map fields directly, or use data prep functions to transform source data to derive computed or calculated values. For comprehensive steps on using the mapper interface and calculated fields, see the Data Prep UI guide.

Once your source data is successfully mapped, select Next.

mapping