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Data Loader Overview
Data Loader is a BETA product that allows users to load contact data into their Omeda database. The loaded data then becomes a selectable segment in Audience Builder. Since this is a BETA product, we will continue to add enhancements to this product and will update this page as they are released.
Some current use cases for the BETA version of Data Loader would include:
- Mailing Address updates for a specific product such as a magazine or newsletter (Customer ID or Postal ID would be required)
- Email Address updates for a specific product such as a magazine or newsletter (Customer ID or Postal ID would be required)
- Outside Prospects lists you can then target with marketing campaigns to drive product registration or opt-ins using Odyssey or Personalization (as examples).
You can find Data Loader under Menu -> Acquire -> Data Loader (BETA)
How it works:
1. Upload a File
To get started, choose the UPLOAD file button from the Data Loader Screen or drag your file into the window. Your file should be in .csv format. Please note, First and Last Name should also be in separate columns. Here is a list of data that can be mapped within the Data Loader tool.
|· Customer ID
· First Name
· Middle Name
· Last Name
· Phone Number
· Fax Number
· Pager Number
|· Postal Address ID
· Company Name
· Street Address
· Apt, Suite, Mailstop
· Extra Line
· Region Code (State Abbreviation)
· Region (Sate)
· Country Code
· Postal Code
- Once your file has been loaded (as shown below), you will be able to see the current Status and Mapping/Processing Options under the 3 dots.
- If you click on the File Name, a detail panel will open on the Right Side of your screen.
- Last Update – Date and time when the file information/state changed last.
- File Type – The file type (currently limited to CSV)
- Rows – Number of processable rows in the file
- Columns – Number of headers/columns in the file
- Records – Number of records that processed successfully
- Record Errors – Number of records that processed with errors
- Batch Tacking Code – Tracking code associated with processed records.
- Sample Record Preview – Preview of one row from the file that didn’t contain errors.
- Notes – Add a clerical note to the file. Limited to 500 characters. If a note has been added, you will see a yellow stick note by the file name (as shown in screenshot above)
2. Data Mapping
From the 3 dots, choose Edit Mapping.
- Step 1: A preview of your file will be displayed. Review your data and confirm that it is displayed properly. Preview will show the first 100 rows of your file. Click NEXT to proceed.
- Step 2: Select the Corresponding database field name that match the values in the file you uploaded.
- First, select Data Source. Data Source is required and should be indicative of the list you are loading as in what type of list or where its coming from. If you are unsure what your data source is (Business Directory, Direct Request, etc.); you may select Sources Other – Other.
- Next, map your fields. Contact Fields will show radio buttons to allow the user to choose which contact type they belong to (Business or Home)
- Click NEXT to continue. You will be prompted to Save and Continue or given the option to Continue without Saving
- Step 3: Determine your Contact Rules. This dictates how each contact type is or isn’t applied to existing customer’s subscriptions. Important Note: This step only matters if you have a Customer ID or Postal ID in your file and wish to update the contact information for a product. If you do not have a Customer ID or Postal ID in your file, you can select NONE.
- Contact Rule Options:
- None – Doesn’t change any current contact rules.
- All Products – Changes contact rules for all the customer’s subscriptions.
- All Magazines Only – Changes contact rules for all of the customer’s magazine subscriptions.
- All Newsletters Only – Changes contact rules for all of the customer’s newsletter subscriptions.
- Selection of Products – Choose from a list of products where the relevant subscription will be changed.This option requires at least 1 product to have been picked.
- Click FINISH. Check the Status of your file. You may need to click the CHECK STATUS button to have this refreshed. Once your mapping is complete, the Status indicator will change to “Ready to Process”
- You can go back in and review your file or edit mapping at any time prior to processing your file.
- Contact Rule Options:
3. Check for Errors
If you are done with mapping, from the 3 dots, you can select “View Row Errors” to see if we have detected any problems with your data.
4. Ready To Process
If you are ready to process your file, from the 3 dots select “Process”. You will receive a WARNING message that this action cannot be undone and that you are assuming all risk for loading this data to your database. Check the Acknowledgement Box and click COMMIT TO DATABASE.
- Your Status will update to WAITING TO PRE-PROCESS. You can click CHECK Status to Refresh. Once the Processing is finished, the Status will change to COMPLETE.
- If you click on the File Name again, and view the Right Panel Details, you’ll notice the following:
- The Number of Records will indicate how many processed to the database.
- The Batch Tracking Code will be populated with a code. You can copy this code and use it in Audience Builder as a Text Search to query on this data set.
- In Audience Builder, use the Batch Tracking Code from the Completed File Details to search in the Data Loader Text Box.
- Once the file process has completed, an email will be sent to the user. The email will contain an overview of the job and will list out any errors that were found.
Additional Data Loader Definitions
- CHECK STATUS Button
- This button refreshes the file list to pick up any changes in the file’s status that may have occurred.
- For example, when the file gets loaded, it is placed into “Pending” status. It will then automatically move to “Loading” and then “Ready to Map” as the file gets picked up. In order to see this progression, they will have to click the button.
- 3 DOT Menu:
- Edit Mapping – This option allows the user to map the data in the incoming file to the Omeda database standard fields.
- Process – This option kicks off a series of processing jobs, moving the mapped data ultimately to the Omeda database.
- View Row Errors – This option allows the User to view the problems found with any rows. It provides Row Number for them to find the exact row and hopefully be able to fix the problem and re-upload the file with the fixed row.
- Delete – This option allows the user to Delete the file. Processed files cannot be deleted. “Pending” files may be deleted by the User if they have been in the “Pending” status for 10 minutes or longer.
- Pending – File has made it to the server and waiting for a job to pick it up. This job parses out the data in the file, getting it prepared to be mapped. If “Pending” lasts for more than 10 minutes, the file can be “Deleted” if the user desires, via the “Delete” menu option.
- Loading File – The upload job now has the file and is going through it to pull out the headers and data set of the file.
- Ready to Map – The upload job is complete and the user may now begin mapping via the “Edit Mapping” option.
- Ready to Process – This status is indicating that the mapping is complete and it is ready to process the data as you have it mapped.
- Waiting to Pre-Process – The processing chain of jobs has started and it is waiting in the queue to be picked up.
- Pre-Processing – The Pre-Processing step is running. This is where any validation prior to processing occurs.
- Waiting to Process – Pre-processing is complete and is waiting for the processor job to pick it up.
- Processing – The main step in the processing chain. This takes the mapped data and creates the actual records. It also handles any contact information re-assignments to subscriptions.
- Completed – This status means that the processing-related jobs have all ended succesfully and that no errors were found throughout the whole process.
- Processed with Errors – This means that the processing-related jobs have all ended successfully, but some of the rows have errored out. Individual row error descriptions can be viewed in the “View Row Errors” option in the UI. Rows that did not error were fully processed.
- Miscellaneous Statuses:
- Mapping Incomplete – This status is for if anything is found to be wrong with the mapping. The UI will have warnings throughout the steps denoting what needs to be changed to make it right. Once the mapping is corrected it gets updated to “Ready to Process”
- Pre-Processor Failure – An unexpected program error occurred while pre-processor was running. Audience Services should be contacted.
- Processor Failure – An unexpected program error occurred while processor was running. Audience Services should be contacted.