---
title: Data Ingestion
slug: xp-investments-eng/data-ingestion
docTags: 
createdAt: 2023-10-26T20:21:41.456Z
---

NOTE:  Some exercises may vary during the actual Hands on Lab versus what is listed in the Archbee Page, due to industry setup and / or Presenter preferences.

## Download sample CRM data in the  .csv file.

::File{src="https://api.archbee.com/api/presign/1Jp0iolWv35Z_mkI7oUiT/ozYMlwIXWo0gAdmaUFbdU_xp-hol-load-file.csv" label="XP HOL Load File.csv" isUploading="false"}

This data is a sample representation of the CRM fields you would ingest to feed your business cases.

## Ingesting .csv data in Adobe Experience Platform

1. Navigate to the **Workflows** section in the left panel
2. Click on the **Map CSV to XDM schema** card
3. Click **Launch** in the right panel

::Image[]{src="https://adbecdn.azureedge.net/labs/archbee/toyotaaephandsonlabs/image392.png" size="50" isUploading="false" showCaption="false"}

 4\.  Select the **Existing Dataset** option

 5\.  Search and select your dataset by name from the dropdown

 6\.  Enable **Partial Ingestion**. Set threshold to the default 5%

 7\.  Update the **Dataflow** to include your initials

 8\.  Enable all alerts

::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/rjP2tlhIy-IXfdr-_o_z6_image.png" size="60" width="646" height="479" position="center" showCaption="false"}

 9\. Click **Next**

 10\.  **Upload the .CSV file downloaded from your local machine**. Drag & Drop or click Choose files to upload

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/KJU8kTa5Ijxa-ERwZ8rgy_image.png)

### Mapping source columns to XDM schema fields

1. As you proceed into the field mapping step, a couple of things to note;

- This mapping step is a requirement to ingest delimited files ONLY. Parquet and JSON formatted files can be dragged and dropped into the appropriate dataset since they are key value pairs and do not need to be explicitly mapped.
- Adobe Experience Platform's AI has correctly mapped most of the source fields to the best matched XDM schema field.
-



### Validating the ingestion workflow

1. Navigate to **Datasets**
2. Search and select your newly created dataset

- Notice a batch is created as a result of the ingestion workflow that was triggered

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/dYrnL-_3ACPRQWfrFl6sW_image.png)

1. Once the status for the batch says **"Success"**, click on the **Preview Dataset** button on the top right of your screen. This allows for validation of source columns to XDM schemas with the corresponding values.
2. End of Lab