Loading data into Adobe Experience Platform

Loading data into Adobe Experience Platform#

This guide explains how to load data into Adobe Experience Platform for further analysis.

Limitations#

Loading data into Adobe Experience Platform comes with the following limitations:

  • After loading data into Adobe Experience Platform, it takes time to process the data. Processing times vary based on the size and complexity of your data.

  • Data governance restrictions may apply when activating data to Adobe Experience Platform. Ensure your data usage policies allow for the selected marketing actions. For more information, see the Data Governance in Experience Platform documentation.

  • When an audience is removed from a destination, there may not be a signal sent to the destination indicating the audience is removed.

Prerequisites#

Before you complete the procedure in this guide, perform all of the following actions:

Procedure#

To load data from a datastream into Adobe Experience Platform, follow these steps:

  1. Add Adobe Experience Platform as a destination to the workspace which contains the datastream or to one of its parent workspaces.

  2. Assign the Adobe Experience Platform destination to the datastream.

    You can assign as many destinations to a datastream as you want.

  3. Enable data loading into the destination from the datastream.

Adding Adobe Experience Platform as a destination#

To add Adobe Experience Platform as a destination to a workspace, follow these steps:

  1. Go to the Destinations page.

  2. Click + Create destination.

  3. Search for and click Adobe Experience Platform.

  4. Choose how to authorize Adverity to access Adobe Experience Platform:

    • To use your details, click Access Adobe Experience Platform using your credentials.

    • To ask someone else to use their details, click Access Adobe Experience Platform using someone else’s credentials.

      If you choose this option, the person you ask to create the authorization will need to go through the following steps.

  5. Click Next.

  6. In the authorization page, fill in the following fields:

    Client ID

    The Client ID of your OAuth Server-to-Server credential from Adobe I/O Console.

    Client Secret

    The Client Secret of your OAuth Server-to-Server credential from Adobe I/O Console.

    Organization ID

    The Organization ID of your Adobe Experience Platform account.

  7. Click Authorize.

  8. In the Configuration page, fill in the following fields:

    Name

    (Optional) Rename the destination.

    Sandbox

    Select the sandbox from the drop-down list where you want to load your data.

  9. Configure the following options:

    Data mapping

    Select this checkbox to process columns according to the configured Data Mapping. If disabled, extracts are exported in a raw format.

    Force string type

    Select this checkbox to convert all fields to String data type.

    Format column names

    Select this checkbox to format column names by replacing spaces and special characters with underscores, and prefixing column names that start with numbers with the letter “n”.

    Convert column names to lowercase

    Select this checkbox to convert all column names to lowercase.

  10. Click Create.

Assigning Adobe Experience Platform as a destination#

To assign the Adobe Experience Platform destination to a datastream, follow these steps:

  1. Go to the Datastreams page.

  2. Open the chosen datastream by clicking on its name.

  3. In the Load section, click + Add destination.

  4. Select the Adobe Experience Platform checkbox in the list.

  5. Click Save.

  6. For the automatically enabled destinations, in the pop-up window, click Yes, load data if you want to automatically load your previously collected data into the new destination. The following data extracts will be loaded:

    • All data extracts with the status collected if no other destinations are enabled for the datastream

    • All data extracts with the status loaded if the data extracts have already been sent to Adverity Data Storage or external destinations

    Alternatively, click Skip to continue configuring the destination settings or re-load the data extracts manually. For more information, see Re-loading a data extract.

Enabling data loading into Adobe Experience Platform destination#

To enable data loading into the Adobe Experience Platform destination from the datastream, follow these steps:

  1. Go to the Datastreams page.

  2. Open the chosen datastream by clicking on its name.

  3. In the list in the Load section, find the Adobe Experience Platform destination, and enable the toggle.

  4. In the pop-up window, click Yes, load data if you want to automatically load your previously collected data into the newly enabled destination. The following data extracts will be loaded:

    • All data extracts with the status collected if no other destinations are enabled for the datastream

    • All data extracts with the status loaded if the data extracts have already been sent to Adverity Data Storage or external destinations

    Alternatively, click Skip to only load data extracts collected in the future or re-load the data extracts manually. For more information, see Re-loading a data extract.

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