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          User Profile Object ETL Data Feed

          User Profile Object ETL Data Feed

          Use the User Profile Object ETL data feed to update the user profile objects you create.

          About Ingesting User Profile Object Data

          When merging user profiles, Personalization appends all user profile objects to the new, combined user profile. If the resulting number of user profile objects for an object type exceeds the limit of 100, Personalization retains the 100 most recent based on their creation date.

          A shared object ID doesn’t cause user profiles to merge. When Personalization merges user profiles that share an object ID, it retains the most recently created user profile object and its metadata.

          Requirements

          • ETL files must be in a CSV file format that adheres to the schema for the data feed. Files that don’t follow the file naming conventions or the appropriate schema result in errors and fail to process.
          • Before uploading a user profile object ETL data feed, confirm that the user profile object is configured and enabled on the Catalog and Profile Objects page. Also, be sure to add any applicable related catalog objects and attributes to the user profile object.
            Note
            Note If the ETL file includes data for a user profile object, related catalog object, or attribute that isn’t configured, Personalization doesn’t apply that data. Configure user profile objects, related catalog objects, and attributes before uploading the ETL file.
          • Review the User Profile Object Limits before uploading any user profile object data.
          • If an ETL data feed causes a user profile to exceed 100 user profile objects of a certain type, Personalization keeps the 100 most recent objects.
          • The user profile object ETL file has a unique column header format for identity attributes. Instead of using attribute: as in other ETL files, you use identityAttribute:.
          • User profile object ETL files must be sorted by identity before uploading them so that all objects associated with a user are grouped. If you’re not using the multiple identities system, sort the file by userId. If you’re using the multiple identities system:
            • Sort the file so that all objects for each user are grouped.
            • If multiple identity attribute columns are present in the file and a user appears on multiple rows, the same identity values must be present for each of those rows. For example, If you’re uploading a lease profile object file and a single user has multiple lease objects, each row must contain the same identity attribute values for that user. So, if there are four identity attribute columns in the file, and the user has values for three of them, those three values must be present in each row for that user. If the identity values aren’t consistent across rows for a user, data can be overwritten, misapplied, or ignored.
          • Each user profile object ETL file can only reference a single object type. The object type is defined in the filename and must map to the user profile object name on the Catalog and Profile Objects page. So, if you have four user profile objects configured on the Catalog and Profile Objects page, and you want to upload data for each, you need one file for each object type.
          • Include information in all columns for a user profile object, even if the data isn’t changing. If you leave a column empty, Personalization clears the existing value for the user profile object. To retain an existing value, you must include it in the file.
          • The object type ID and file mode are critical to how Personalization processes the information in the file.
          • The file number at the end of the filename helps you track user profile object updates. It doesn’t impact how the file runs or processes.
          • Field names that begin with attribute: must match the custom attribute names in the Attributes section of the Catalog and Profile Objects page for that user profile object. Field names that begin with identityAttribute: must match the custom attribute names on the Settings > Identity Types page.

          Delta and Replace Modes

          The user profile object ETL file has two modes: delta and replace. The file mode is defined in the filename.

          ModeDescription
          Delta mode
          • Personalization only updates the user profile objects in the file. If a user profile object isn’t included in the file, it remains unchanged.
          • The delta mode is the only mode that supports the "remove" column header. Remove deletes the specified user profile object for the user.
          Replace mode
          • Personalization replaces all user profile objects for the object type for that user.
          • If an object ID for an existing user profile object isn’t included in the file, Personalization deletes it from the user profile.

          Filename format

          user-profile-objects-<objectTypeId>-<delta/replace>-<file number>.csv

          Schema

          Field Name Description Example Values Maximum Length Data Type

          userId or an identity attribute

          Required. Only unique identities can be included and updated through an ETL feed. This field has a four-character minimum requirement.

          If you aren’t using Personalization's multiple identities system, a user ID must be included. This ID must be one that is tracked within the system so that the events can be tied to the specific user profile.

          If you're using Personalization's multiple identities system, userId isn’t referenced in ETL files. At least one identity attribute is required. Multiple identity attributes can be included for a single user by including multiple columns in the file. There is a limit of five identity attributes for the User Profile Object ETL.

          The correct header format for identity attributes is identityAttribute: followed by the name of the identity attribute name as it appears in Personalization.

          jdoe

          john.doe@example.com

          C2e384084c8ac233

          identityAttribute:emailAddress

          identityAttribute:sfmcContactKey

          identityAttribute:customerId

          identityAttribute:sfcrmContactId

          identityAttribute:sfcrmLeadId

          120

          String

          objectId

          Each object for a user requires an object ID, which Personalization uses for updates and replacements.

          The objectId is different from the ObjectTypeId that appears in the filename. The ObjectTypeId maps to the name of an object type configured on the Catalog and Profile Objects page. This object ID is the unique identifier for a user profile object stored on a user profile.

          An object ID must be alphanumeric and contain only letters, numbers, dashes, and underscores. An object ID can exist across multiple users.

          mortgage1

          lease1

          case123

          30

          String

          attribute:<attribute name>

          The custom attributes for the user profile object. The attribute must be preconfigured on the Catalog and Profile Objects page. The ETL data feed can’t create an attribute for a user profile object.

          Column headers begin with attribute: and are followed by the attribute name as it appears in the Attributes section of the Catalog and Profile Objects page for the user profile object. The header value must match the attribute name in the system, and the values must conform to the configured data type.

          If you leave an attribute column empty, Personalization clears the existing value for the object. To retain an existing value, you must include it in the file, even if it isn’t changing.

          String:

          • attribute:loyaltyTier
          • attribute:subscriberEmail

          Integer/Decimal:

          • attribute:APR
          • attribute:caseTier

          Boolean:

          • attribute:caseOpen
          • attribute:active

          Date:

          • attribute:leaseStart
          • attribute:endDate

          The format is an ISO 8601 date/time string. Timezone offsets aren’t supported.

          Dependent upon data type

          String, decimal, Boolean, integer,

          date

          relatedCatalogObject:<catalog object name>

          The related catalog objects configured for the user profile object. The related catalog object must be assigned to the user profile object on the Catalog and Profile Objects page. If a related catalog object in the file isn’t assigned to the user profile object, Personalization ignores it.

          Column headers begin with “relatedCatalogObject:” and are followed by the catalog object name.

          If the cardinality of the related catalog object is “many per item,” separate the values using the pipe (|) symbol.

          Mortgage Example:

          Product: creditCard|debitCard

          MortgageType: fixedRateMortgage

          Car Lease Example:

          CarMake: carMake1

          CarModel: carModel1

          255

          String

          remove

          To delete a user profile object from a user profile, include the column header "remove" and set the value as true. If the "remove" header is present and it’s blank, the default value is false. You can’t recover a user profile object after it’s deleted.

          TRUE

          true

          1023

          String

          Sample File Structure: Not using the multiple identities system

          user-profile-objects-Lease-delta-1.csv

          userId objectId attribute:startDate attribute:endDate attribute:Mileage attribute:active relatedCatalogObject:Make relatedCatalogObject:Model relatedCatalogObject:Year remove

          jdoe123

          lease1

          2022-01-01T00:00:00.000Z

          2024-01-01T00:00:00.000Z

          30000

          TRUE

          Jeep

          Wrangler

          2022

           

          jdoe123

          lease2

          2022-01-01T00:00:00.000Z

          2024-01-01T00:00:00.000Z

          50000

          TRUE

          Jeep

          Grand Cherokee

          2022

           

          user103925

          lease3

          2022-01-01T00:00:00.000Z

          2026-01-01T00:00:00.000Z

          75000

          TRUE

          Chrysler

          Pacifica

          2022

           

          a30bkcqfo941afc

          lease4

          2022-01-01T00:00:00.000Z

          2026-01-01T00:00:00.000Z

          50000

          TRUE

          Ford

          Ranger

          2022

           

          personalizationuser

          lease5

                       

          TRUE

          Sample File Structure: Using the multiple identities system

          user-profile-objects-Mortgage-delta-1.csv

          userId objectId attribute:startDate attribute:endDate attribute:APR attribute:active relatedCatalogObject:Mortgage relatedCatalogObject:Product remove

          jdoe123

          mortgage1

          2022-01-01T00:00:00.000Z

          2024-01-01T00:00:00.000Z

          0.4

          TRUE

          fixedRateMortgage

          debitCard

           

          jdoe123

          mortgage2

          2022-01-01T00:00:00.000Z

          2024-01-01T00:00:00.000Z

          0.25

          TRUE

          adjustableRateMortgage

          creditCard

           

          user103925

          mortgage3

          2022-01-01T00:00:00.000Z

          2026-01-01T00:00:00.000Z

          0.3

          TRUE

          conventionalLoan

          creditCard

           

          a30bkcqfo941afc

          mortgage4

          2022-01-01T00:00:00.000Z

          2026-01-01T00:00:00.000Z

          0.35

          TRUE

          fixedRateMortgage

          debitCard

           

          personalizationuser

          mortgage5

                     

          TRUE

           
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