Importing custom events

You can import custom events to Synerise. Remember that you can import one type of events at a time.

Some events as a result of being imported to the application may create new profiles. To see if an event creates a profile, check its configuration.

Benefits

After importing custom events to Synerise, you can perform the following actions:

Analyze behavior of your profiles.
Create filters and audiences on the basis of imported events.
Create workflows.
Create predictions.

Requirements

You need user permissions that grants you access to Simple Imports or/and Automation
Prepare a file that contains one the following profile identifiers (the list contains recommended column names, if you use different names you will be able to map/transform data during the process):
- email
- clientId
- uuid
- customId
  WARNING: If you choose an email as an identifier, pay attention to the correct format of emails. Otherwise, your import will fail.
- Spaces and special characters in the column headers are not allowed.
- .CSV files must be UTF-8 encoded
- Maximum file size: 200 MB.

Tips for preparing a CSV file

Recommended file metacharacters:
- A character that splits columns (delimiter): ,
- A character that is used to contain the text (quotation mark): "
- A character (escape character) that changes the default interpretation of a sign or string followed by the escape character: \
For more details about parameters and their accepted formats, click here.

Procedure

Selecting the file for import

In this part of the process, you will upload a file from your device.

Go to Data Management > Data import > New import.
As the data type for import, select Custom events.
As the import method, select one of the following options:
- Import a local file - To import a single .csv file to Synerise.
- Import in Automation - To import a .csv, .json, .jsonl, and .xml files and execute periodical imports.

Upload the .csv file by using the + Upload file or drop one here field.
Optionally, you can customize the file metacharacters by clicking the arrow down icon.
1. From the Delimiter dropdown, select the character that marks the end of a column.
2. From the Quotation mark dropdown list, select the characters that contain the text or data type.
3. From the Escape character dropdown lists, select the character which changes the default interpretation of a character or a string followed by the escape character.
To proceed to the next step, click the Next button.

Mapping the columns with parameters in Synerise

In this part of the process, you will select the event which you want to import. Thanks to that, during the mapping process the system will prompt the parameters for mapping based on the event type.
You can exclude parameters from the import. During the mapping process, you can’t add new columns to the imported file.

Launching import

After steps described above you’ll be redirected to the mapping summary. If it’s correct, to launch the import, click Run import.

On the user interface, you will be presented with two columns - the left column displays the names of the columns from the imported file, the other contains dropdown lists with the parameters available in Synerise. The dropdown lists indicate the required parameters for a an import.

Next to the file column name, from the dropdown list, select the corresponding parameter in Synerise. Perform this step for all columns in your file.
To exclude a parameter from import, next to the column name, click this icon:
Result: The icon changes to
To proceed to the summary of the import, click Next.
Result: The summary of the import is displayed.
After checking the import summary, to start the import, click Run import.