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](/docs/assets/events/event-settings). ### Benefits After importing custom events to Synerise, you can perform the following actions: - [Analyze behavior of your profiles](/docs/analytics). - Create filters and [audiences](/docs/analytics/segmentations) on the basis of imported events. - [Create workflows](/docs/automation). - Create [predictions](/docs/ai-hub/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`
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](https://developers.synerise.com/ProfileManagement/ProfileManagement.html#operation/CustomEvent). ## Procedure --- ### Selecting the file for import In this part of the process, you will upload a file from your device. 1. Go to Data Modeling Hub icon **Data Modeling Hub > Imports > New import**. 2. As the data type for import, select **Custom events**. 3. 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.
1. Upload the `.csv` file by using the **+ Upload file or drop one here** field. 2. 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. 3. 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. 1. 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. 2. To exclude a parameter from import, next to the column name, click this icon: An arrow icon **Result**: The icon changes to Don't import icon 3. To proceed to the summary of the import, click **Next**. **Result**: The summary of the import is displayed. 4. After checking the import summary, to start the import, click **Run import**.
1. Select the method of delivering the file: - Local File - This option allows you to upload a file from your device. - SFTP protocol - This option allows you to upload a file from a server using the SFTP protocol. - HTTPS protocol - This option allows you to upload a file from a server using the HTTPS protocol. - Amazon S3 - This option allows you to upload a file from Amazon S3 bucket. - Azure - This option allows you to upload a file from Azure Blob Storage. - Google Cloud Storage - This option allows you to upload a file from Google Cloud Storage. 2. Click **Go to import template**. 3. Define the settings of the [Scheduled Run node](/docs/automation/triggers/scheduled-run). 4. Depending on the method of delivering the file, configure the settings of [Local File](/docs/automation/integration/http-integrations/http-get-file) or the [Get File](/docs/automation/integration/http-integrations/http-get-file) node that uses HTTP protocol or the [Get File](/docs/automation/integration/sftp-integrations/sftp-get-file) node that uses SFTP protocol. 5. If the data requires modification, configure the settings of the [Data Transformation node](/docs/automation/operation/data-transformation-node). If you have prepared the transformation rules for the data structure of the imported file, select it from the dropdown list. If not, create it from scratch. You can remove this node if your data doesn't require transformation. 6. The rest of the nodes in the default template don't require any further configuration. 7. If your workflow is ready, click **Save & Run**.