‎Data Onboarding Using FTP | Sprinklr Help Center

Data Onboarding Using FTP

Updated

22 minutes ago

Marketers have a high volume of customer data that is difficult to manage and integrate for their customer experience efforts. Sprinklr offers secure and scalable data onboarding using one-time FTP configuration to import any amount of data. For recurring uploads, automation can be set up to push the data to FTP, and Sprinklr automatically reads the data from FTP.

Key Capabilities with FTP

FTP provides a solution that enables marketers to store and manage large volumes of data.
With FTP as an intermediate layer, Sprinklr gives a two-layer of data security:
- Hashing of data: The client can send over hashed PIIs.
- Encryption: The client can send encrypted data to the FTP using the public key
GDPR workflows make sure that Sprinklr is compliant with the regulations.

To Onboard Data Using FTP

Click the New Tab icon and select Data Collection under Smart Audience Engine within Governance Console.
Hover over Install Connector in the top right corner.
Select FTP Connector from the dropdown.

Fill in the required fields in the Install FTP Connector window.
Click Add in the bottom right corner.

Install FTP Connector - Field Descriptions

Fields	Descriptions
Account Name	This is the name of the upload instance. It will be listed in the Data Collection.
Host	This detail is specific to an FTP, and will be shared by Sprinklr with you or by your IT team with Sprinklr.
Port	This detail is specific to an FTP, and will be shared by Sprinklr with you or by your IT team with Sprinklr.
Username	This detail is specific to an FTP, and will be shared by Sprinklr with you or by your IT team with Sprinklr.
Password	This detail is specific to an FTP, and will be shared by Sprinklr with you or by your IT team with Sprinklr.
Directory	This detail is specific to an FTP, and will be shared by Sprinklr with you or by your IT team with Sprinklr.
Data Type	Data that is constant and comprises of attributes of a user such as address, phone no., email id. is categorized as Subscriber. Data that has a timestamp like product purchase or email click is categorized as Event.
Schema Type	This defines the type of primary identifier in the file being uploaded: Email id, Twitter id, Phone number, Device id, etc.
Primary Column Name	This should be same as the name of the primary identifier mentioned in the excel file.
Event Name Column	This helps the system identify Event column in the file. It is not mandatory if the Data Type mentioned earlier is Subscriber.
Event Time Column	This is the Time Stamp field of the event.
Email Column	Enter the name of email column from the file.
Device Id Column	Enter the name of Device Id column from the file.
Twitter Handle Column	Enter the name of Twitter handle column from the file.
Hashed Email Column	Enter the name of hashed email column from the file.
Phone Number Column	Enter the name of phone number column from the file.
Dimension Type Identifier Measurement Type Identifier Date Type Identifier	The data being uploaded is either string, number, or date. It is recommended to identify columns with string data as Dimensions, one with numeric data as Measurement, one with date type data as Date. In the uploaded excel/CSV file, prefix the column name with an identifier. Use m: for metric and dt: for date. If no identifier is mentioned in the column name, it is considered a Dimension by default.

File Naming

You need to upload the file on FTP with nomenclature that has a time stamp so that Sprinklr can read which new files have been uploaded and fetch the same. Sprinklr supports multiple time stamp formats. You can name the file in Date Format or Epoch Format. (Please see the screenshots for file naming in both formats.)

Data Onboarding Using FTP - File Naming

File Format

The Primary Column Name should be same as the name of the primary identifier mentioned in the excel file.

Data Onboarding Using FTP - File Format

It is recommended to identify columns with numeric data as Measurement and one with date type data as Date. In the uploaded excel/CSV file, prefix the column name with an identifier and mention the prefixes in the field descriptions in Install Upload via FTP window. Use m: for metric and dt: for date. If no identifier is mentioned in the column name, it is considered a Dimension by default. (Please see the screenshot for date identifier.)

Data Onboarding Using FTP - File Format

Use Case

Scenario

An apparel Fashion brand has customers’ purchase data. Now using this data, it wants to target users on social with ads.

Use Case - Targeting Customers Who Have Purchased Earlier

Target all the female customers who have bought sneakers from the Sportswear Collection with ads on Facebook.

Solution

Create a segment of all the female customers who have bought sneakers from the Sportswear Collection.
Activate the segment on Facebook.
Run ads on Facebook targeting the activated segment.