When you subscribe to the Omnichannel, you can export information from other data sources and then structure the information into an upload file that Profile Manager can accept. After you do this, you can import the file into Profile Manager for use with data that you're collecting from your website, enriching your view of your visitors.
Imports are processed every 15 minutes, at 0, 15, 30, and 45 minutes after the hour.
The header for the upload file consists of two lines:
- First line - The version number of the upload file
- Second line - A pipe-delimited (
|) list of the import element fields that you want to use. There are 12 headers (marked as Required in the following table) that must be on this line. The other headers are not mandatory and can be excluded if they are not needed.
Field name Description Data type Required event_date Event date and time in UTC (Example:
Date (YYYY-MM-DD HH:mm:ss.sss) Yes event_name Event name corresponding to the captured information — the event name must be already created in Profile Manager (see note) (Example:
String Yes event_source Source of the event (Example:
String Yes identity Visitor's identity information (Example:
String Yes identity_source Type of visitor's identity information (Example: Specific string (
Yes ip_address Visitor's IP address (Example:
IPv4 address Yes platform Visitor's platform (Example:
String Yes referral_url Referrer's URL (Example:
String Yes title Page title (Example:
Some Important News on example.com)
String Yes touch_id Internal identifier for the touch (Example:
String Yes url Event's URL (Example:
String Yes user_agent Visitor's user agent (Example:
Mozilla/5.0 (Windows NT 6.1; WOW64; rv:32.0) Gecko/20100101 Firefox/32.0)
String Yes engagement_score Number that you have chosen to signify the importance of a visitor's interest in this event (Example:
Integer No site Name of a customer site; must match to the external ID of an entry in the Profile Manager customer site table (Example:
String No personalization_goal_name The name of the goal reached String No personalization_goal_value The value of the goal reached Integer No personalization_name Name of personalization associated with an event String No personalization_machine_name Machine name of personalization associated with an event String No personalization_chosen_variation The variation (decision) chosen for an event String No personalization_audience_name The name of the audience String No personalization_decision_policy The decision policy used (Examples:
You can also use the import file to enter information into user-defined fields (where <i> is the user-defined field you want to use, such as
Field name Description Data type Example person_udf<i> User-defined field for a person — can accept up to 50 values (Optional) String
touch_udf<i> User-defined field for a touch — can accept up to 20 values (Optional) String
event_udf<i> User-defined field for an event — can accept up to 50 values (Optional) String
Finally, you can use the file to import information into custom fields that you have added to the Profile Manager service. Simply add each custom field's name to the end of the pipe-delimited list.
The following example is the header section of an upload file with the 12 required import element fields and an additional optional field (in this example,
0.0.1 event_name|event_date|event_source|identity|identity_source|touch_id|url|referral_url|title|user_agent| platform|ip_address|engagement_score
Enter each event that you want to upload to Profile Manager on a separate line in the file, with each of the event's field separated by a pipe (
| ). The
identity_source fields are required to be in the data section and must have associated values. The
identity_source field must be a specific string as described in the File format section. Even though only three fields are required to be in the data section, pipes must still be included to indicate that the data is null for unused core headers.
Upload file examples
page_example upload file is the most basic upload file template and contains only the required data fields.
Content View|[email protected]|email|||||||||
The following is an example of a more complete import file with most of its fields set. Providing additional information for each field allows you to analyze events more comprehensively.
Content View|2014-08-27 11:25:00.155|web|[email protected]|email|1234|http://www.example.com/page1|http://www.example.com/homepage|Page 1 title|Mozilla/5.0 (compatible; MSIE 9.0; Windows NT 6.1; WOW64; Trident/5.0)|Win32|18.104.22.168|2693934|gallery||
Campaign Action|2014-08-27 11:25:00.162|web|My Name|name|1234|http://www.example.com/page1|http://www.example.com/homepage|Page 1 Title|Mozilla/5.0 (compatible; MSIE 9.0; Windows NT 6.1; WOW64; Trident/5.0)|Win32|22.214.171.124|||SIDEBAR|RECOFOOD
Content View|2014-08-27 11:25:00.381|web|1565224|tracking|5566|http://www.example.com/page1|http://www.example.com/homepage|Page 1 Title|Mozilla/5.0 (Macintosh; Intel Mac OS X 10_9_4) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/37.0.2062.94 Safari/537.36|MacIntel|126.96.36.199|2694516|sports||
Purging a person from the database
The File Import API includes a
purgePerson event type that you can use to remove a person from your database. For more information about how to use
purgePerson, see Purging a person from the database.
Importing goal and decision events
The File Import API allows you to import goal and decision information into Profile Manager. For more information about how to do this, see the Profiles API event_import documentation.