1/6
breakdown on data extension import using 'Data Copy or Import' activity
Name | Mastery | Learn | Test | Matching | Spaced | Call with Kai |
|---|
No analytics yet
Send a link to your students to track their progress
Create new automation with 'Data Copy or Import (formerly Import File)' activity in Automation Studio without 'Import Definition'/'Import Activity' using data extension as source
Automation Studio -> click ‘Overview’ tab -> click 'New Automation' button -> on the left drag 'Starting Source' to the 'Workflow' -> drag the 'Data Copy or Import' activity onto the 'Workflow' tab canvas it is on 'Step 1' -> click 'Data Copy or Import' button on 'Step 1'. ->fill in Property: 'Name' - Enter a unique name. 'Description' - Identify the activity so that others using the account know what it is. 'External Key' - Enter a value that uniquely identifies the activity when using the API. 'Notification Settings' - To receive notifications for this activity, enter an email address. -> For the data source, select 'Data Extension', and select the ‘data extension’ that you want to use. -> Select the source data extension to copy data from, and click 'Next'. -> Select the target data extension to copy the data to, and click 'Next'. -> Select the data action and specify how to write data to the destination. Unless you choose to overwrite the existing data, the target data extension must have at least one primary key column. Data Action: 'Add Only' - New data is added to the destination, and existing data isn’t updated. 'Update Only' - Existing data is updated in the destination, and new data is ignored. 'Add and Update' - New data is added to the destination, and existing data is updated. 'Overwrite (Data Extensions Only)' - All data in the destination is replaced with data from the import file. You can’t recover overwritten data. -> Select how to map the data. Mapping Option: 'Map by Header Row' - Each column header in the source data extension must match the column name in the target data extension. ‘Map by Ordinal’ - The first column in the destination is updated with the first column in the import file. This pattern continues for each column in the import file until all columns have been parsed. For a subscriber ‘list’, column numbers start at 0. For a ‘data extension’, column numbers start at 1. 'Map Manually' - Each column header in the target data extension is mapped according to the source data extension. -> Click 'Next'. -> Save activity, save the automation and run the activity. -> On the Contact Builder ‘Data Extension’ tab, verify the updates.
Create new activity with 'Data Copy or Import (formerly Import File)' activity in Automation Studio without 'Import Definition'/'Import Activity' using data extension as source
Automation Studio -> click 'Activities' tab -> click 'Create Activity' button. ->click 'Data Copy or Import' button. -> click 'Create New Copy or Import Definition', and provide the details. -> fill in Property: 'Name' - Enter a unique name. 'Description' - Identify the activity so that others using the account know what it is. 'External Key' - Enter a value that uniquely identifies the activity when using the API. 'Notification Settings' - To receive notifications for this activity, enter an email address. -> For the data source, select 'Data Extension', and select the ‘data extension’ that you want to use. -> Select the source data extension to copy data from, and click 'Next'. -> Select the target data extension to copy the data to, and click 'Next'. -> Select the data action and specify how to write data to the destination. Unless you choose to overwrite the existing data, the target data extension must have at least one primary key column. Data Action: 'Add Only' - New data is added to the destination, and existing data isn’t updated. 'Update Only' - Existing data is updated in the destination, and new data is ignored. 'Add and Update' - New data is added to the destination, and existing data is updated. 'Overwrite (Data Extensions Only)' - All data in the destination is replaced with data from the import file. You can’t recover overwritten data. -> Select how to map the data. Mapping Option: 'Map by Header Row' - Each column header in the source data extension must match the column name in the target data extension. 'Map Manually' - Each column header in the target data extension is mapped according to the source data extension. -> Click 'Next'. -> Run the activity. -> On the Contact Builder ‘Data Extension’ tab, verify the updates.
2 ways to create or add 'Data Copy or Import (formerly Import File)' activity in Automation Studio without 'Import Definition'/'Import Activity' using data extension as source
Automation Studio -> click ‘Overview’ tab -> click 'New Automation' button -> on the left drag 'Starting Source' to the 'Workflow' -> drag the 'Data Copy or Import' activity onto the 'Workflow' tab canvas it is on 'Step 1' -> click 'Data Copy or Import' button on 'Step 1'. ->
Automation Studio -> click 'Activities' tab -> click 'Create Activity' button. ->click 'Data Copy or Import' button. -> click 'Create New Copy or Import Definition', and provide the details. ->
Property
'Name' - Enter a unique name.
'Description' - Identify the activity so that others using the account know what it is.
'External Key' - Enter a value that uniquely identifies the activity when using the API.
'Notification Settings' - To receive notifications for this activity, enter an email address.
Data source
select 'Data Extension', and select the ‘data extension’ that you want to use. ->
Select the source data extension to copy data from, and click 'Next'. ->
Select the target data extension to copy the data to, and click 'Next'. ->
Data Action
'Add Only' - New data is added to the destination, and existing data isn’t updated.
'Update Only' - Existing data is updated in the destination, and new data is ignored.
'Add and Update' - New data is added to the destination, and existing data is updated.
'Overwrite (Data Extensions Only)' - All data in the destination is replaced with data from the import file. You can’t recover overwritten data. -> Unless you choose to overwrite the existing data, the target data extension must have at least one primary key column.
Mapping Option
'Map by Header Row' - Each column header in the source data extension must match the column name in the target data extension. 'Map Manually' - Each column header in the target data extension is mapped according to the source data extension. ->
Click 'Next'. -> Run the activity. ->
On the Contact Builder ‘Data Extension’ tab, verify the updates.