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DocumentationAnalyticsComponents Guide

FTP import

Last update: Wed Feb 14 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin
IMPORTANT
We no longer recommend using FTP for import as described on this page.
FTP is not recommended because it is an unencrypted method of sharing files, which means that anyone can intercept the file contents as well as the username and password used for the account.
Instead, configure a cloud account as described in Configure cloud import and export accounts.

Steps that describe how to upload data files via FTP.

FTP import concept_2F965BE873254546A61FB755F25299FD

To upload data files via FTP:

  1. Admin > Classification Importer.

The following recommended limits are important.

IMPORTANT
Having too many small files or single large files can create unnecessary processing load on processing servers. ÃÛ¶¹ÊÓƵ recommends splitting large files into 50 MB chunks, and combining small files together.

The initial setup populates the classifications database with a large set of original data, or restructures the classifications, rather than reclassifying a few rows or adding rows.

Following an initial upload in a report suite (for a given variable or report), ÃÛ¶¹ÊÓƵ recommends uploading only new and updated rows in subsequent imports. Rows that are not being changed should be omitted from future uploads.

Each new key value you upload counts against your uniques for that variable for the month.

If you have exceeded your uniques for the month, you will not see the corresponding classifications data for the uniques exceeded values in reporting. You can see those classifications in Data Warehouse.

NOTE
The time required to process a classification data file varies on the size of the file and the current number of files already being processed by ÃÛ¶¹ÊÓƵ’s servers. Processing of data files usually takes no longer than 72 hours.

Create an FTP account

Before uploading data via FTP, create an FTP account. >

See FTP and sFTP for additional details on ÃÛ¶¹ÊÓƵ FTP servers.

  1. Click Admin > Classification Importer.

  2. Click Import File, then click FTP Import.

  3. On the Import File tab, click Add New.

  4. Specify the FTP account details:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2
    Element Description
    Name The FTP account name.
    Data Set to be Classified From the drop-down list, select the data set (marketing report variable) that you want to classify.
    Select Report Suites Select the report suites where you want to classify the selected data set. To select multiple report suites, the classifications for each of the selected report suites must be identical.
    Overwrite Data on Conflicts Select this option to overwrite duplicate data. This option is useful if you are updating existing classifications. If you are on the latest classification architecture, this setting is always enabled.
    After Import is Complete Select this option to automatically export the updated data set to the same FTP account once Specify the email address to receive notifications about this FTP account once the import is complete. If you are on the latest classification architecture, this option is unavailable.
    Notification Recipient Specify the email address to receive notifications about this FTP account.
    Authorize (Required) Authorizes ÃÛ¶¹ÊÓƵ to automatically import all data files sent to the new FTP account.

  5. Click Save.

Once created, you can edit or delete FTP accounts by clicking the appropriate link next to the desired FTP account.

NOTE
Notifications are not sent if an import introduces no changes to a classification. An email is only sent if it is successful and results in changes to a classification.

Import classifications via FTP

You can use an FTP account to import classifications into ÃÛ¶¹ÊÓƵ Analytics.

To import classifications via FTP:

  1. Click Admin > Classification Importer.

  2. Click Import File, then click FTP Import.

  3. Next to the FTP account that you want to use, click View.

  4. Use the FTP access information (Host, Login, Password) to access the FTP server using an FTP client of your choosing.

  5. Upload the data file ( .tab or .txt) to the FTP server.

  6. After uploading the data file, upload a FIN file that indicates the file is ready to process.

    The FIN file is an empty file that has the same name as your data file, with a .fin filename extension. For example, if your data file is classdata1.tab, the FIN filename is classdata1.fin.

At regular intervals, ÃÛ¶¹ÊÓƵ retrieves uploaded data files that have an associated FIN file. ÃÛ¶¹ÊÓƵ imports them into the report suites and data sets specified in the FTP account configuration.

Once ÃÛ¶¹ÊÓƵ Analytics has read and processed files uploaded in the FTP folder, the files are then automatically removed off the FTP site.

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