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Create a Customer Attributes source connection in the UI

This tutorial provides steps for creating a source connection in the UI to bring Customer Attributes profile data into ÃÛ¶¹ÊÓƵ Experience Platform. For more information about Customer Attributes, see the Customer Attributes overview.

IMPORTANT
The Customer Attributes source currently does not support enabling or disabling dataflows.

Create a source connection

NOTE
If you’ve already established a source connection for Customer Attributes profile data, the option to connect with the source is disabled.

In the Platform UI, select Sources from the left navigation to access the Sources workspace. The Catalog screen displays a variety of sources that you can create a connection with.

You can select the appropriate category from the catalog on the left-hand side of your screen. Alternatively, you can find the specific source you wish to work with using the search bar.

Under the ÃÛ¶¹ÊÓƵ applications category, select Customer Attributes and then select Add data.

catalog

Select customer attributes data source

The Add data screen lists all available data sources for Customer Attributes. Only one dataset can be selected per Customer Attributes source connection.

NOTE
Field groups, schemas, and datasets are created out-of-box as a part of flow provisioning. They will remain as-is and you will have to manually delete them, if needed.

Schema evolution is not supported by the customer attributes source. If the schema input of a customer attributes data source is changed, then it would become incompatible with Platform. As a workaround, you can delete an existing customer attributes dataflow, along with its associated dataset, schema, and field group, and then create a new one with the updated schema and data source.

IMPORTANT
While you can delete a customer attributes dataflow, its corresponding dataset will remain even after deletion of the dataflow. See the guide on deleting a dataset for steps on how to manually delete a dataset.

To create a new connection, select a data source from the list, and then select Next.

add-data

Provide dataflow details

The Dataflow detail step appears, allowing you to provide a name and a brief description for your dataflow. During this process, you can also configure settings for Error diagnostics, Partial ingestion, and Alerts.

Error diagnostics enables detailed error message generation for any erroneous records that occur in your dataflow, while Partial ingestion allows you to ingest data containing errors, up to a certain threshold that you manually define. See the partial batch ingestion overview for more information.

You can enable alerts to receive notifications on the status of your dataflow. Select an alert from the list to subscribe to receive notifications on the status of your dataflow. For more information on alerts, see the guide on subscribing to sources alerts using the UI.

When you are finished providing details to your dataflow, select Next.

dataflow-detail

Review dataflow

The Review step appears, allowing you to review your new dataflow before it is created. Details are grouped within the following categories:

  • Connection: Shows the source type, the relevant path of the chosen source file, and the number of columns within that source file.
  • Assign dataset & map fields: Shows which dataset the source data is being ingested into, including the schema that the dataset adheres to.

review

Next steps

Once the connection is created, a target schema and dataset is automatically created to contain the incoming data. When the initial ingestion completes, customer attributes profile data can be used by downstream Platform services such as Real-Time Customer Profile and Segmentation Service. See the following documents for more details:

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