Uploading profile data

Upload a TSV file through the Profile Upload page to ingest customer profile records into the HCL CDP profile store.

Before you begin

  • An offline data source is already created and configured with the correct attribute mappings (see Creating an offline data source).
  • Your TSV file meets the following requirements:
    • File format: .tsv (tab-separated values).
    • Encoding: UTF-8.
    • The first column is non-blank.
    • The order of fields is consistent between file versions.
    • User identifier columns are case-sensitive and match the values registered in the CDPCampaignUserIdentifier table.
    • Blank trailing columns are enclosed in double quotes.
    • Double quotes within a value are escaped with a backslash (\").
    • Phone numbers use E.164 format.
    • Email addresses use lowercase letters only.

About this task

Use the Profile Upload page to upload a TSV file when you need to bulk-load or update customer profile data from an offline source. The uploaded data is processed by the SST pipeline, which applies attribute mappings and identity resolution before writing to the profile store.

Procedure

  1. Navigate to Data Pipeline > Profile Management > Profile Upload.
  2. Select the offline data source that you want to upload the file against.
  3. Click Upload and select the TSV file from your local system.
  4. Review the column-to-property mapping that is displayed.

    The mapping is inherited from the offline data source configuration. Verify that user identifiers (customer ID, email, mobile) are correctly mapped.

  5. In the Segment Options, select either None or Create new user segment. If the Create new user segment option is selected, configure the segment name, priority and description.
  6. In the Upload Options, select the Remove Exisitng User Data checkbox to freshly upload the data. Otherwise the uploaded profile data will be appended to the existing data.
  7. Enter the email address to send the notification details after the uploading the profile details.
  8. Click Submit to start the upload.

Results

The TSV file is submitted to the SST pipeline.

What to do next

  • Verify that the profile data is loaded into the CDP by checking the profile store or by searching for a known customer ID in the CDP UI.