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Extended Member Data

note

This feature may not appear in the Console depending on configuration and permissions.

Extended Member Data (EMD) can be uploaded in bulk for multiple members at once using a properly configured CSV file. This page lets you upload EMD files, view the status of those uploads, and access the reject file for any rejected records.

File Format​

The file must be a CSV file. The following naming convention is recommended:

MEMBER_EXTENDED_DATA_20231106_S1_V1.csv

The CSV file must have the following column headings in the first row:

  • identifierType: Identifies the type of unique identifier for each row of data (string; value is either loyaltyId or externalIdentifier, mutually exclusive; required).
  • identifierValue: Provides a value for the unique identifier (string; required). Identifies the member record to be updated.
  • source: Identifies the source of the extended data where there may be multiple sources (string; optional; used with multi-source EMD only). Example values include "MARKETING", "PARTNERSHIP", "SUPPLY_MANAGER", and "PPN".
  • attribute: EMD attribute name (string; optional). Contains attribute values. If there is more than one business unit, use the format attribute::buName with the delimiter separating the source business unit — for example, attr1::BUYCO. There can be up to 20 attributes per EMD element, each separated by a comma.

EMD Content​

EMD is optional, program-specific data about the consumer that can be used for offer targeting (for example, an analytical segment such as shirt size) or accessed by a customer service agent or salesperson from the Console. Any key-value pair is allowed (following camelCase naming convention is strongly recommended), but the maximum data size for extended data for a given consumer is five kilobytes, consisting of up to 20 unique root-level keys across all members.

The upload file format is CSV. Here is an example:

identifierType,identifierValue,source,attr1::BUYCO,att2::BUYCO,att3,attr4,att5,attr6::BUYCO,attr7 loyaltyId,6105700000653433457,,attr1Value,,,,,,attr7Value loyaltyId,6105700000653433457,PARTNERSHIP,,attr2Value,,,,,, loyaltyId,6105700000653433457,INTERNAL,,,TestSeg123,TestSeg123,,, externalIdentifier,b0543a9e-0283-4d8a-a100-0dcf98cfb506,XYZ,,,TestSeg1,TestSeg2,,, loyaltyId,6105700000653433457,PPN,attr1_Updated_Value,,,,,,attr1_Updated_Value loyaltyId,LoyaltyID456,MARKETING,,,,,,,Yes loyaltyId,6105700000653433457,SUPPLY_MANAGER,,,attr3Value,,attr5Value,attr6Value,,

Managing EMD Files​

View the list of existing uploaded EMD files​

  1. Navigate to Data > Extended Member Data.
  2. The Extended Member Data > Upload History section displays the list of CSV EMD files that have been uploaded.

Upload an EMD file in CSV format​

  1. Navigate to Data > Extended Member Data.
  2. Drag and drop the file onto the designated area on the page, or click the upload button, navigate to the file, select it, and click Open. If the file is in the correct format, the upload begins. Uploading may take some time. If the file isn't in the correct format, an error message appears in the Upload File section.
  3. The file appears in the list. While uploading, its status uis set to PENDING. Once it has been fully processed, the status changes to PROCESSED.

View or download rejected records for an uploaded EMD file​

  1. Navigate to Data > Extended Member Data.
  2. The Extended Member Data landing page displays the list of uploaded CSV EMD files.
  3. Once an uploaded file is processed, the number of errors (rejected records) is shown in the Upload History section. Rejected records are displayed in the Download column alongside each rejected file.
  4. The reject file is ready for download. Select it to download it or click Save As, navigate to a directory, enter a file name, and click Save.

Filter the view of uploaded EMD files​

  1. Navigate to Data > Extended Member Data.
  2. On the Extended Member Data > Upload History section, click Filters.
  3. Select values for the filter, including the Status (the processing status of the file) and/or the Updated On date — with options for Greater Than (after or on a date), Less Than (before or on a date), or In Between (a date range).
  1. Click Apply to view the matching EMD file uploads on the landing page.
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