Data Designers previously had a more lengthy process for mapping their data sources, requiring many clicks in the steps to define the source mapping file, then followed by defining the data fields separately. We’ve streamlined the process - and made it more intuitive - by combining steps where the data source was identified and the contents were defined, into one flow. Optimizing this process into one step enables you to declare the source file and contents in one set of configuration to avoid making any mistakes.

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How do I use the Data Source Mapper Upgrade?

Previously, defining file settings and data fields was more complex but by combining those activities, fields are now assigned to files prior to being mapped to Data Attributes in the Platform. This helps avoid mistakes in your data mapping. We’ve also added instantaneous saving so you won’t lose the connection between file settings and fields.

• Follow a similar process to mapping your data as before, by selecting “New Mapping”, giving your mapping a name, and then clicking the “Add Source Files” button

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• Enter your “New Source File” settings as before, including the File Name Pattern to identify the source file (Label, Date format, Time format) which will be http://previewed.In this example, the file name is “Horizon_Customer_Data_21102022_1238.csv”

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• Select the File Contents (File type, Delimiter, Date format, Time format, Timezone).
  NOTE: There is a new option to select if the file has column headers. Please refer to the What are Data Files Without Headers document for more information on using header-less files.

• Click Save.
  You’ve completed the Source File, so you can add your Source Fields by “Bulk add from text” or typing them in separating each Source Field name using a comma.

• Edit your Source Field names as needed.

• Select your “Account Key” (remember, this is your unique identifier attribute, used for each customer in the file that the Data Automation will process).

• Select your “Source Field” for each Symend Attribute, which will automatically fill in the “Source File” that this field comes from in your data mapping. This is the new part of the flow that makes it easy to select all your Data Fields that map to each Attribute.

• Your data mapping of Source Fields (from your Source Files) to Symend Attributes is now completed.