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This step consists of the following procedures:
- Emarsys tries to automatically detect the format of your store data files, and then recognizes the delimiter and quote characters used in your file. Here you can change the file name pattern. If you will upload your store data file to our SFTP server, then we recommend that you use a file name that corresponds to the naming pattern you specified during the configuration.
- The system automatically detects the fields used for identifying stores, store names, country or region code, address and postal code of stores etc. If you use a custom naming convention and the auto-detection results in a mismatch, select the right unique identifier keys from the drop-downs.
- You need to select the fields from the store file that you would like to use for filtering and for creating contact segments.
If there are changes after the first historical data load, then you have to upload only the store data file containing only the changes. This process involves updating already existing data.
Make sure that the first row of the sample file contains the column headers and that these correspond to the data structure that you will use. Otherwise the CSV sample does not have to contain valid store data as we only use it for detecting the structure and the special characters used.
On this page, you can also enter a file name pattern that you will use for your store data files. We can accept any name, when uploading the complete store catalog, it is recommended to use a wildcard character before the .csv extension (e.g.
store*.csv). Otherwise we recommend adding a timestamp to the file name. This will allow you to make each file name unique, for example, by adding a timestamp to the name.
Make sure that you are familiar with the file name pattern you enter here as you will always have to use this naming convention in the future to upload your store data to our SFTP server.
- If the name of the store data file that you upload to the SFTP server does not correspond to the naming pattern you provide here, the file will not be accepted. Changing the file name of the uploaded file on the SFTP server will not help either!
- On the Store Fields page, select all the fields that you may ever want to use for Smart Insight filtering because if you would like to add new fields later, then we recommend uploading the entire store data again.