If you gather your customers' data in several sources, you can use Automation Hub to synchronize it with the customers' profiles in Synerise. It’s possible thanks to the HTTP and SFTP integrations that allow you to send data to Synerise from external sources and the other way round. This use case describes how to prepare an automated workflow that launches every day and donwloads an updated list of customers with their agreement for email communication from an external resource to Synerise. The automation connects to an external resource using the SFTP protocol and imports data from a CSV file. One of the challenges addressed in this use case is renaming a column in the CSV file while importing the data. ## Prerequisites --- - Host the .csv file with customers' marketing agreements data on an SFTP server. - Prepare a sample of data that will be used in data transformation. To do this, you can take the real file and remove rows until about 10 are left. ## Process --- 1. [Create data transformation rules](/use-cases/import-customers-data-from-sftp#create-data-transformation-rules) that will transform data from the .csv file. 2. [Prepare a workflow](/use-cases/import-customers-data-from-sftp#prepare-a-workflow) that imports data about customers' marketing agreements from the SFTP server to Synerise. ## Create data transformation rules --- In this part of the process, you define the rules of modifying data. The data transformation diagram which is the output of this part of the process is used later to [automate sending the data](/use-cases/import-customers-data-from-sftp#prepare-a-workflow). The sample file is used to configure the data transformation diagram and preview its results. With a [library of nodes](/docs/automation/data-transformation-and-imports/transformations-and-data-operators), you can modify the file by adding, renaming, and merging columns, as well as editing the values in the rows, and so on. In this example, we will use the **Rename column** node to transform a customers' marketing agreements file so it meets Synerise's requirements. 1. Go to

**Automation Hub > Data Transformation > Create transformation**. 2. Enter the name of the transformation. 3. Click **Add input**. ### Add file with sample data This node allows you to add a data sample. In further steps, you define how the data must be modified. Later, when this transformation is used in the workflow, the system uses the rules created with the sample data as a pattern for modifying actual data. 4. On the pop-up, click **Add example**. 5. Upload the file with the sample data. Below is the sample used in this article. It consists of two columns, where the first contains a customer's email address, and the second contains the marketing consent: `0` means disabled, `1` means enabled. ``` email;newsletter agreement john.doe@synerise.com;1 ``` 6. Click **Generate**.

The configuration of the Data input node

**Result:** The **Data input** view is filled with data from the sample.

### Rename column The column name is the key under which the data will be imported to Synerise and appear in the output file. In this example, we will use the **Rename column** node to rename the **newsletter agreement** column to **agreements.email**. 1. On the canvas, click the right mouse button. 2. From the dropdown list, select **Rename column**. 3. Click the Rename column node. 4. In the configuration of the node: 1. Click **Add rule**. 2. Select the **Include these** option. This is the default option. All column names you select will be changed as you specify in the further configuration. 3. Click **Add column**. 4. From the dropdown list, select the columns you want to rename. 5. Under the **Edit values by** subheader, select the **Replacing** option. This option finds values matching the conditions and replaces them with the value you specify.

Example of the configuration of the Rename column node

5. Before you save the settings, you can check the preview of the file after changes in the **Output data** tab. 6. Confirm by clicking **Apply**. ### Add the finishing node This node ends the transformation and passes the modified data to the automation where the Data Transformation is used. 1. On the canvas, click the right mouse button. 2. From the dropdown list, select **Data output**. 3. In the upper right corner, click **Save and publish**. **Result**:

After the data transformation is published, you can use it in the Data Transformation node while preparing a workflow that imports the files. ## Prepare a workflow --- As the second part of the process, create a workflow which imports the custom events every day to Synerise. 1. Go to

**Automation Hub > Workflows > New workflow**. 2. Enter the name of the workflow. ### Define the launch date 1. As the trigger node, add **Scheduled Run**. 2. In the configuration of the node: 1. Leave the **Run trigger** option at default (**all time**). 2. From the **Timezone** dropdown list, select the time zone consistent with the timezone selected for your workspace. 3. Define the frequency of the workflow (for example, everyday at 6.00 A.M.). The workflow will automatically launch everyday at the specified time.

The configuration of the Scheduled Run node

4. Confirm by clicking **Apply**. ### Configure settings for SFTP protocol Use the **Get File** node to transfer the files from the workflow to your server using SFTP protocol. 1. Add the **Get File** node by clicking **THEN > SFTP**. 2. In the [**configuration of the node**](/docs/automation/integration/sftp-integrations/sftp-get-file) : 1. Enter the path to your server. 2. Select the port. 3. Enter the path to the directory. 4. Enter the name of the file where the data will be saved. 6. From the **File format** dropdown list, select the **CSV** format. 7. Verify and modify the delimiters if needed. 8. In the **Authentication** section, select the method of authentication.

3. Confirm by clicking **Apply**. ### Select the data transformation rules 7. Add a **Data Transformation** node. 8. In the configuration of the node, select the [data transformation you have created before](/use-cases/import-customers-data-from-sftp#create-data-transformation-rules).

Example of the configuration of the Data Transformation node

9. Confirm by clicking **Apply**. ### Import customers 1. Add the **Import Profiles** node. In the settings of the node, you can check the list of the optional columns. 2. Confirm by clicking **Apply**. ### Add the finishing node 12. Add the **End** node. 13. In the upper right corner, click **Save & Run**. **Result**:

You can monitor the flow of the workflow in the **Transformation logs** tab. It contains information about each execution of the workflow.

## Check the use case set up on the Synerise Demo workspace --- You can check the [data transformation rules](https://app.synerise.com/automations/data-transformation/29bfc71a-e94a-4a25-aab0-a6cc363cea1b) directly in Synerise Demo workspace. Also, you can check there the created [workflow](https://app.synerise.com/automations/automation-diagram/ae1a378c-f72c-42ba-a6fa-c037ff184742). If you’re our partner or client, you already have automatic access to the **Synerise Demo workspace (1590)**, where you can explore all the configured elements of this use case and copy them to your workspace. If you’re not a partner or client yet, we encourage you to fill out the contact [form](https://demo.synerise.com/request) to schedule a meeting with our representatives. They’ll be happy to show you how our demo works and discuss how you can apply this use case in your business. ## Read more --- - [Data Transformation](/docs/automation/data-transformation-and-imports/introduction) - [Behavioral Data Hub](/docs/crm)