Suggested reading:
The Data Name Upload capability is designed to streamline data setup by enabling you to upload your data lists in bulk. Instead of manually entering events, attributes, and parameters individually, you can upload your existing data structure within seconds. After the upload, you can quickly match your data with relevant use cases, making the setup process faster, easier, and more reliable. This capability is especially beneficial for partners who need to integrate extensive or pre-existing data structures efficiently.
Key Benefits
Bulk Entry: Upload your full list of events, attributes, and parameters in a single step, significantly reducing manual workload.
Leverage Existing Data: Seamlessly import structured data lists from previous vendors, eliminating the need to re-enter information from scratch.
Built-in Validation: The system automatically validates your uploaded data to ensure accuracy before it is added to your plan.
The Data Name Upload process consists of these steps:
1. Data Addition Method
In this step, you can choose between two options: add your data manually or upload your data items in bulk.
If you have a file to upload, select the first option and click “Yes.” When you choose “Yes,” the Data Name Upload step will appear, allowing you to proceed with your bulk upload.
2. Upload the Data
In this step, first you need to download the sample file from here:
Then open the sample file in Excel or Google Sheets (we don’t recommend using any other platform). After opening the file, you can easily copy and paste your data to match the current structure. For example:
Only the data types from the specified list are accepted.
After you prepare the file, save it and upload it to the Onboarding Center.
Please note the following technical requirements and limitations while uploading the file:
File Format: Your file must be in the XLS or XLSX format.
File Size: The file should be no larger than 5 MB.
Row Limit: You cannot upload sheets that contain more than 2,500 rows.
3. Review Uploaded Data
After you upload your file, the system displays your data for review and configuration across three tabs: User Events, User Event Parameters, and User Attributes. In this step, you must define all required details. If any data name is invalid or does not meet the expected format, the system will flag it with an error to ensure accuracy before proceeding.
After defining the necessary details, click Next to continue to the Data Requirements step. All uploaded user data will be available to add your selected use cases.
Click the Edit button.
Add a User Event to the use case.
Select from the existing user events option.
In this step, you can see your uploaded data under the Custom Event part.
After you add the event, all parameters will also be added automatically. Then you can continue with the further steps.