When a regular import is required (usually for processes such as importing user profiles from a third-party platform), then Xtremepush Automations is the place to go.
Using this feature allows users to set up a daily, weekly or monthly schedule and select the source for the data to be imported from.
Before being able to use this feature you need to set up an SFTP integration from the Integrations Marketplace. Review our dedicated guide for step-by-step instructions.
Navigate to Data > Automations and select the Imports tab.
From here it is possible to view all Automated Imports for the project, their source, frequency and status. It is also possible to see when they last ran and whether that import was successful.
Clicking on the last run timestamp shows details and any errors for that import.
Actions that can be performed on an existing automation can be found by clicking on the Options menu > more.
Imports can be activated/deactivated and run now if an immediate import is required.
Click the Create Import button to be taken to the wizard-driven setup process.
After giving the automation a name the first step is to select the source for the data.
Select the SFTP file storage which has been set up via the project's Integrations Marketplace and describe the path to the file in the same format as shown below.
The file name cannot be left blank but a matching pattern using a regular expression can be used to pick up files of a known type or with a filename which follows a specific pattern. A site such as Regex101 can be used to check the pattern entered in the filename field will match the required files in the SFTP.
After all details are entered the Refresh Schema button can be used to check that the set up is correct and that Xtremepush can find and read the file from the specified location.
Once the file is selected it is possible to move onto the data mapping step.
Here platform users are able to match up columns found in the CSV file on the SFTP with attributes which exist in the project.
It is only possible to select existing attributes in the project, so make sure to create any desired attributes before setting up an automation.
Finally, a frequency for import can be set on the scheduling step. It is possible to set the automation to run monthly, weekly or daily. After saving the schedule it will run at the next available time closest to the current time. Note the timezone set in your project and account for any adjustment needed in your process to avoid issues such as a file being updated in the SFTP by a system running in a timezone different to the one set in the automation schedule.
At the set scheduled time, Xtremepush will check the given directory for any files matching the details given and import them. They will then be timestamped and moved to a folder named archive. If the folder doesn't already exist one will be automatically created.
This feature provides you with the capability to execute API-triggered campaigns seamlessly through the import of profile data. Review our dedicated guide for more details.
Updated 10 days ago