Configure import activity using various file formats within Marketing Cloud.
File Transfer and File Import activities in Automation Studio allow to load data from different file locations into Marketing Cloud Data Extensions. The combination of both activities allows to also import zipped and encrypted files.
The starting source of an Automation Studio workflow defines how the workflow gets triggered. Available starting sources are:
Scheduled automations can have a schedule which triggered the workflow at predefined dates and times. If no schedule is defined, the automation run when trigged manually in Automation Studio.
Automations can be scheduled:
Scheduled automations can be repeated:
File Drop automations start whenever a new file is placed in a specific SFTP folder. A filename pattern can be specified, to only triggered the automation when an appropriate file is placed. An operator defines in which place place the pattern is matched. Supported operators are begins with, ends with, and contains. If not filename pattern is defined, the automation runs whenever any new file is placed in the specified folder.
File Import activities can be used to import data from files to Marketing Cloud Data Extensions. They are defined in Import Definitions and consist of an import file, a target Data Extension, a field mapping, and a data action.
Import files must be in a delimited format. Supported delimiters are comma, tab, or any other single character.
The files can be located on the Marketing Cloud Safehouse, the Marketing Cloud Enhanced FTP server, as well as on external FTP servers.
An import file can either be selected from the file location, or a file pattern can be specified. This allows the activity to pick up new import files which have been places on the file location by other processes.
The target Data Extension can be any existing Data Extension in Marketing Cloud.
The field mapping defines how columns of the import file are mapped to target Data Extension fields.
The mapping can be done automatically based on column header names, or manually based on column ordinals or an example import file.
File Import activities can insert, update, upsert, and overwrite data in the target Data Extensions.
The insert method only adds new records to the target Data Extension, and the update operation only updates existing records based on a matching key. The upsert method combines insert and update operations, by updating existing records based on a matching key and inserting records for which no match is found. The overwrite operation replaces all records in the Data Extension with the content of the import file.
File Import activities can be used to unzip or decrypt import files in the Marketing Cloud Safehouse location, and to transfer files from the Safehouse to another file locations.
A combination of File Transfer and Import File activities allows to import zipped and encrypted files into Marketing Cloud Data Extensions.
The Manage File option of File Transfer activities allows to unzip or decrypt files from different file locations. The decompression or decryption processes happens in the Safehouse, a highly-redundant file location provided by Marketing Cloud.
The Move File option of File Transfer activities allows to move files from the Safehouse to other file locations. In connection with the Manage File option, this allows to move unzipped or decrypted files from the Safehouse to another location for further processing.
The Move File options further allows to decrypt a file in the Safehouse location. Both PGP and GPG encryption methods are supported.