Import sample CRM data into AEP profile dataset
To begin the identity stitching, import sample CRM profile data into a dataset tied to a profile-enabled schema in Adobe Experience Platform
Create a custom namespace
- Navigate to Customer -> Identities -> Create identity namespace
- Select Individual cross-device ID and provide the display name and identity symbol as shown in the screen-shot below.
Create a profile enabled schema
Create an individual profile schema called FinWiseProfileSchema. Include fields, such as annualIncome, email,firstName,lastName and loyaltyStatus.
Add an identity field crmid as shown. Mark the crmid field as identity and primary.
Prepare sample data
Update the dummy email addresses to real ones. These will be used later when sending messages with Adobe Journey Optimizer.
Ingest the CSV file
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Create a dataset called FinWiseCustomerDataSetWithAnnualIncome based on the FinWiseProfileSchema created in the earlier .Make sure the dataset is enabled for profile.
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Navigate to Connections -> Sources -> Local system
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Select the Add Data under the Local file upload. Make sure to select the FinWiseCustomerDataSetWithAnnualIncome as the target dataset.
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Navigate to the next screen. Upload the csv file and verify the mappings
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Click Finish to start the data ingestion process
Verify profile
- Navigate to Customer ->Profiles and search for FinWise CRM ID equal to FIN001 or any other valid value
