The Customer Data Suite is an Early Access feature. Contact your Account Executive for more information.
Uploading a New CSV
Uploading a CSV to the CDS is straightforward.
Follow these steps to upload and configure your data:
- Select ‘Upload CSV’ to start the process.
- Name your table, which will be referenced in the Flow Builder.
- Provide a helpful description for your table.
- Choose the CSV file you wish to upload.
Validation on Upload
When uploading a CSV file to CDS, several validation checks are performed to ensure data accuracy and proper formatting. Here’s a breakdown of what is validated, what isn’t, and the meanings of potential error messages:
What We Validate
- Unique and existent column headers.
- Consistent number of columns across all rows.
- Numeric fields containing only numeric characters.
- Dates following the specified format.
- Mandatory fields not being empty.
- Correct UTF-8 file encoding.
What We Don't Validate
- Specific business rules in your tables (e.g., ensuring start date precedes end date).
- Cross-referencing data against external databases.
If you encounter an error, please fix the error and upload the rectified CSV.
Fields
On the next screen, you will need to define the field types for your table. Changing these settings is optional.
You can learn more about this in best practices.
Reviewing and Saving the Table
On the next screen, you will be prompted to review and confirm the inferred column data types and will be notified if any errors have occurred. This step ensures that the data is correctly interpreted for subsequent operations in the Experience & Workflow Studio.
After reviewing & confirming the table, you can finish by clicking ‘Finish setup’.
Your table is now ready to be used.