Configure file import

This article describes how to configure file import as a data source.

Before you begin, create a sample CSV file (less than 1,000 rows) to use during the setup process. This sample file is used to automatically detect the column mappings.

To be successfully imported, the CSV files must be formatted correctly. For information on the file format, see Preparing a CSV File for Import.

Navigate to Sources > Data Sources and click + Add Data Source and complete the following steps:

1. Add a file import data source

Complete the following steps to add a file import data source:

  1. In the sidebar, select Sources > Data Sources.
  2. Click + Add Data Source.
  3. Under Categories, click File Import and select the File Import platform.
  4. In the Name field, enter a unique name related to the file type and click Continue.

2. Upload a sample file (optional)

After you have added a file import data source, you can upload a sample CSV file. During this upload, column names in the file are automatically detected and pre-loaded on the column mappings screen. This step is optional and can be skipped by clicking Continue to go directly to the column mappings screen.

Complete following steps to upload a sample file:

  1. Select a file.
    Drag and Drop a file directly onto the upload area.
    The Sample File preview screen displays the file contents in table format.

  2. Scroll through the sample file to verify that the columns and data look correct.
    The detected column names are listed in CSV format below the table and are pre-populated on the column mapping screen.

  3. If there are problems with the sample file, click Remove and try another file.

  4. Click Continue.
    FileImportDataSource_Preview.png

3. Configure column mappings

The Mapping screen is used to indicate the type of data being imported and how to map the CSV columns to event attributes. Mappings can be configured based on an existing event specification or as a custom event.

Event specification

Each row of the CSV file is processed as an event. Use the drop-down menu to select which specification matches the data in the file, otherwise select Custom. This selection determines the value of the tealium_event attribute during the import process. If Custom is selected, tealium_event is set to imported, otherwise it is set to the corresponding specification name, such as purchase.

Changing the selected specification resets the column mapping table.

Column mapping table

The column mapping table contains the following columns:

  • Column Label from CSV
    The columns names from the CSV (pre-populated from the sample file).
  • Date Formatter
    A date formatter for columns that contain date/time values.
  • Event Attribute
    The event attribute to receive the data from that column.
  • Sample 1 – Sample 3
    Values from the sample file.

Complete the following steps to map each column to an event attribute:

  1. Enter or select a column name from the file (if not pre-selected).
  2. Click the drop-down list in each Event Attribute column and select the event attribute to map to that column. Each CSV column heading must be unique.
    File Import_Column Mapping.png
  3. Columns with date/time values must have a matching date format setting. Click the checkbox in the date column next to any column for which you need to customize the timestamp format. The default value is yyyy-MM-dd.
    An interactive menu displays that allows you customize the timestamp format for that column.
    FileImportDataSource_ReverseColorCalendarPopUp.png
  4. Repeat the column mapping and date formatting steps for each column.
    If a column does not need to be mapped, click the red X to remove that column from the list.
  5. (Optional) Click the Enable Visitor ID Mapping in AudienceStream checkbox.
  6. Click Continue to advance to the Service Configuration tab.

4. Configure a file transfer service

The file transfer service is a secure location to which you upload your files for Tealium to retrieve them. If you are using your own file transfer service, ensure that you have the connection details ready before proceeding.

Complete the following steps to add and configure your file transfer service:

  1. Select a service from the Choose File Service drop-down list.

  2. (Optional) If you do not have a file service set up or want to add a new service, click + Add New File Service. If you have an existing configuration, select the configuration and skip to step 3.
    To set up a new file service configuration, complete the following steps:

    1. In the Configure File Service screen, enter a name in the File Service Name field.
    2. From the Service drop-down list, select a supported file service from the list.
    3. For services other than My SFTP Connection, enter the credentials necessary to access the selected service. If you selected Tealium S3 Bucket, the necessary credentials are generated for you automatically.
    4. If you selected My SFTP Connection, choose an Authentication Method.
      In addition to Password authentication, Upload Private Key File, and Generate Key Pair are supported.
      • If you selected Password, enter the password and click Test File Source Connection.
      • If you selected Upload Private Key File, choose a file from the list and click Test File Source Connection.
      • If you selected Generate Key Pair, click Generate and click Test File Source Connection.
  3. Select a Region.

  4. Click Save to save this service for future use.

  5. In the Service Configuration screen, enter the File Name Prefix, such as ordercompleted. The prefix of the filename is used to identify which file import data source to use when importing the data in the file. In this example, the prefix is used to create a CSV file titled ordercompleted_VERSION.csv.

    FileImportDataSource_ConfigureFileService.png

  6. Use the slider to Enable or Disable Service Processing for File Import.

    • When set to ON, the file service is checked and files are processed every 10 minutes.
    • Set to OFF if you are not ready to start processing files. You can enable the service later.
  7. Click Continue to advance to the Summary tab.

5. Summary

In this final step, you view the summary, make any needed corrections, and then save and publish your profile.

  1. View the Event Attribute Mappings.
    FileImportDataSource_Summary_Finish.png
  2. To make changes, click Previous twice to return to the Mapping tab to update.
  3. Click Finish to exit the configuration dialog.
    Your new data source now displays in the list of data sources.
    FileImportDataSources_Now Added.png
  4. Click Save/Publish to save and publish your changes.

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This page was last updated: January 7, 2023