1. Ingest Data via the UI
In the previous section you have completed your Schema definition for CRM data. You will now need to create a corresponding Dataset before onboarding your data.
Step 1: Create a Dataset
To do this:
- Navigate to Datasets in the left hand menu.
- Click on + Create dataset, in the top right corner.
- Select Create Dataset from Schema.
- Choose the schema you just created for CRM Data, click Next.
- Give your Dataset a name. E.g. [Your name] - Profile Dataset for CRM Data.
- Click Finish and you will be taken to the Dataset UI.
Step 2: Ingest Data
Now, we can onboard our CRM data to our Dataset.
- Download the JSON file with Demo CRM data from below:
In order to ingest data into Adobe Experience Platform, the format and structure of the data must comply with an existing Experience Data Model (XDM) schema. Notice the JSON file is formatted to represent the XDM structure of the CRM schema we previously created.
- In the Dataset UI you have just created, drop the CRM Data JSON file under Add Data (as shown in the screenshot below). Your JSON file will now be ingested into the Dataset. You should see a new processing batch. This will change to success once your records have ingested.
Adobe Experience Platform will perform the conversion from JSON format to parquet and make this data available on the data lake and in the profile store. This process usually only takes a couple minutes. Refresh the page to see the updates.
Once your batch status has the label Success, you can preview the data by clicking the Preview Dataset button in the top right corner.
Congratulations, you have configured a new Dataset for your CRM data and onboarded CRM records!