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Map a CSV file to an XDM schema using AI-generated recommendations

In order to ingest CSV data into ÃÛ¶¹ÊÓƵ Experience Platform, the data must be mapped to an Experience Data Model (XDM) schema. You can choose to map to an existing schema, but if you do not know exactly which schema to use or how it should be structured, you can instead use dynamic recommendations based on machine-learning (ML) models within the Platform UI.

Getting started

This tutorial requires a working understanding of the following components of Platform:

Provide dataflow details

In the Experience Platform UI, select Sources in the left navigation. On the Catalog view, navigate to the Local system category. Under Local file upload, select Add data.

The Map CSV XDM schema workflow appears, starting on the Dataflow detail step.

Select Create a new schema using ML recommendations, causing new controls to appear. Choose the appropriate class for the CSV data you want to map (Profile or ExperienceEvent). You can optionally use the dropdown menu to select the relevant industry for your business, or leave it blank if the provided categories do not apply to you. If your organization operates under a business-to-business (B2B) model, select the B2B data checkbox.

From here, provide a name for the schema that will be created from the CSV data, and a name for the output dataset that will contain the data ingested under that schema.

You can optionally configure the following additional features for the dataflow before proceeding:

When you are finished configuring the dataflow, select Next.

Select data

On the Select data step, use the left column to upload your CSV file. You can select Choose files to open a file explorer dialog to select the file from, or you can drag and drop the file onto the column directly.

After uploading the file, a sample data section appears that shows the first ten rows of the received data so you can verify it has uploaded correctly. Select Next to continue.

Configure schema mappings

The ML models are run to generate a new schema based on your dataflow configuration and your uploaded CSV file. When the process is complete, the Mapping step populates to show the mappings for each individual field alongside fully navigable view of the generated schema structure.

NOTE

You can filter all fields in your schema based on a variety of criteria during the source-to-target field mapping workflow. The default behavior is to display all mapped fields. To change the displayed fields, select the filter icon next to the search input field and choose from the dropdown options.
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From here, you can optionally edit the field mappings or alter the field groups they are associated with according to your needs. When satisfied, select Finish to complete the mapping and initiate the dataflow you configured earlier. The CSV data is ingested into the system and populates a dataset based on the generated schema structure, ready to be consumed by downstream Platform services.

Edit field mappings edit-mappings

Use the field mapping preview to edit existing mappings or remove them entirely. For more information on how to manage a mapping set in the UI, refer to the UI guide for Data Prep mapping.

Edit field groups edit-field-groups

The CSV fields are automatically mapped to existing XDM field groups using ML models. If you want to change the field group for any particular CSV field, select Edit next to the schema tree.

A dialog appears, allowing you to edit the display name, data type, and field group for any field in the mapping. Select the edit icon ( ) next to a source field to edit its details in the right column before selecting Apply.

When you are finished adjusting the schema recommendations for your source fields, select Save to apply the changes.

Next steps

This guide covered how to map a CSV file to an XDM schema using AI-generated recommendations, allowing you to bring that data into Platform through batch ingestion.

For steps on mapping a CSV file to an existing schema, refer to the existing schema mapping workflow. For information on streaming data to Platform in real time through prebuilt source connections, refer to the sources overview.

You can also use Machine Learning (ML) algorithms to generate a schema from sample CSV data. This workflow automatically creates a new schema based on the structure and content of your CSV file. This newly created schema matches your data’s format to save you time and increase accuracy when defining the structure, fields, and data types for large complex datasets. See the ML-Assisted schema creation guide for more information on this workflow.