From Amazon S3

You can import customer data in CSV format from either the Amazon S3 bucket provided by Blueshift or your custom Amazon S3 bucket. You can set up a one time or recurring import task to import the data. 

For information about data types, user attributes, and data formats, see Import customer data.

Prerequisites

  1. Prepare the customer profile data that you want to import and upload it to your Amazon S3 bucket. For information about data types, customer attributes, and data formats, see Customer Attributes
  2. Upload the data to the S3 bucket
    • You can use the S3 bucket that is provided by Blueshift. For more information, see Blueshift’s S3 location.
      • The default S3 path is s3://bsft-customer/<sitename>/import/customer_attributes
    • You can also use your own Amazon S3 location by setting up integration of Blueshift with Amazon S3 and configuring at least one adapter.
    • Ensure that your S3 bucket has a CORS configuration.
    • The following information is required to set up integration:
      • Your Amazon S3 credentials
      • The S3 file path. For example,
          bucket: customer_profiles
          path: demosite.com/customers/import/customer_profile feeds.csv

 

Create an import task

Complete the following steps to set up an import task:

  1. To import customer data, go to the Customer Data > Profiles in the left navigation. Click +CUSTOMERS > Import Customers.
  2. Select Upload via S3 Bucket as the Source.

    Screenshot 2024-04-03 at 12.53.21 AM.png

  3. Add a Customer Feed Name for the task. This will help you identify and track the specific batch of customers you're importing. For example, you could name it "ABC Sales Event - Import (2024-04-01)" or something as specific as "Summer Blast - Past Purchase 2023" (a customer list from sales in last summer). The import task form opens.



  4. In the Destination section on the left rail, you can see the type of data being imported as Customers.
  5. Set up Notification Preferences to send a notification email to the specified email addresses when there is a change in the status of the task or when a certain percentage of records fail during import.
  6. In the Source Configuration section, select the desired adapter you want to connect to. 

    source-configuration-card-s3.png

  7. The Bucket name and S3 Base Path for the S3 adapter are auto-populated. 
  8. In the Enter File Path field, provide the file path you want to import the customer data.
  9. You can see the complete file path in S3 URI for verification.
  10. Once configured, click Continue to proceed to the next step. 
  11. File Settings: Blueshift reads and automatically populates the File Format, Encoding, and Delimiter (only for CSV) fields based on your uploaded file in the File Settings section. You can pick your desired encoding and separator, but the file format cannot be modified.

    Screenshot 2024-04-02 at 1.47.58 AM.png

    Supported Encodings:

    - Default: UTF-8 (recommended setting for most files)
    - Other options: UTF-16 (including Little Endian and Big Endian variations) and ISO-8859-1.

    Supported Delimiters:

    - Comma (default). Other delimiter types are Tabs, Space, Pipe, Semicolon, and ASCII Record Separator, and Unit Separator.
    - Others: If you want to set a specific delimiter for your source file; then specify that delimiter in the input text box that follows.
    Choose the correct file configuration and click Continue.

  12. In the Configuration section, you are now presented a sample of the first 10 rows from your imported data. Use this preview as a reference for the complete records.

    configuration-card-s3.png
  13. Map the fields from the imported data to the fields in Blueshift by selecting a corresponding destination attribute for each source attribute.
  14. The Source Attribute Name is the attribute in your file and the Destination Attribute Name is the attribute in Blueshift.

    map-columns-to-blueshift.png

  15. Search and Select: Find the corresponding Blueshift attribute for each field in your imported data. Use the search bar Destination Attribute Name to easily locate the matching attribute. 
    If you wish to create a custom destination attribute in Blueshift, simply type the attribute name you want to add and then click on that attribute suggestion. 
    • Source attributes in the imported data are auto-mapped to destination attributes in Blueshift.
      • To clear the auto-mapping, click the Clear Destination Attribute Mapping icon.
      • To restore auto-mapped suggestions, click the Reset Destination Attribute Mapping icon.
    • Notice that Blueshift standard attributes and Custom attributes are grouped separately in the drop-down list so that you can easily distinguish between them. 
      Note: Only source attributes that are mapped to a destination attribute will be imported.
    • You cannot change the data type for a custom attribute once it is imported.
    • For source data of floating point numeric data type, select the matching data type in Blueshift as Decimal.
    • One column must be mapped to a customer identifier: customer_id or email or cookie or device_id.
    • You can delete the fields you don't want to import from the source file. 

  16. Click Check Data Quality to verify that the imported data has the right values for all the records, based on what the field mapping.
    • Ensure that all fields are mapped.
    • Fix any data quality issues identified for better quality data and to ensure that data import is successful. You can download the data quality report in JSON or CSV format.
      data-quality.png
  17. Click Test Run to verify that the Destination Data Type is mapped correctly. Notice that the deleted attributes during mapping is removed from the sample destination JSON payload. A maximum of 10 records are fetched during this test run.

    verify-customers-data.png
  18. In the Additional Configuration section, define your import preferences: set whether to Update All Matching Profiles and to Allow Blank User Attributes.

    import-preferences.png
    Note    : Attributes with data type as Boolean cannot be set to a NULL or blank value and must be set as either true or false.
  19. In the Schedule section, set the Start Date & Time for the import task. You can import file as one-time or recurring.

    task-execution-timeline.png

  20. To set up a recurring task, under Schedule select the Is it a recurring data import? option as shown in the image above.
  21. Set the frequency using the Task executes every field. You can set the frequency in minutes, hours, days, weeks, or months.
  22. For recurring uploads, specify an End date and time, or select Never to set the import task to never expire.
  23. When you're happy, click Save to save the task first, and click Launch to run the import task.

You will receive an email confirmation after the customer list has been uploaded. The email includes information for both processed and failed records.

Import task status

Click Import Customers to run the import task. You can view the task status from the View Uploads page.

 

Edit an Import task

To modify an existing import task:

  1. Find the import task you want to edit in the Customer Attribute Imports task list.
  2. Click the ellipsis button on the import task and click Edit Import Task. 
  3. When the page opens, click the Pause button at the top. 
  4. Edit Configuration: Open the Configuration section. Here you can make various adjustments like remove fields by deselecting any fields (e.g., phone number) you no longer want to import.
  5. You can also modify other aspects of the import task, such as the schedule.
  6. Once you've made your edits, click Save > Launch to launch the task again with the updated configuration.
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