CDP 365 User Guide
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  • Media Template
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  • Quick start guide
    • Set up Event Tracking code to track events into CDP
    • How to send mail from email upload?
    • How to create a "Trello Card" using CDP 365
    • How to create "Custom Attributes" with Input via UI feature
    • How to display template on website using CDP 365
    • How to display the Inline template on the website using CDP 365
    • Initialize customer after submitting form
    • How to create a "Destination Channel" in "Dataflows"?
    • Set up "Dataflows" to push data to CDP
    • Set up Dataflow using Google sheet Data Source to update Customer data on CDP
    • How to create "Attribute" for "Customer"/"Visitors"?
    • How to create a new segment?
    • How to create "Customer Journey"?
    • How to check campaign reports?
    • How to create "Report" with “Journey performance” data source?
    • How to create a new "Data sources"?
    • How to create "Data Source" connected with the" Business object" of CDP
    • How to create a Segment Data Source
    • How to create a Google Sheet Data Source
    • How to create "Promotion"/"Coupon"?
    • How to send "Zalo Notification Service" using CDP 365
    • Set up a "Segment" containing emails to be excluded before sending mail
    • How to send "SMS Yondu" using CDP 365
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    • How to Send email using "SendGrid" in CDP 365
    • How to push notification using "Onesignal (App Push)" in CDP 365
    • The performance metrics of the journey
    • How to create a new "Ad Zone"
    • How to Send email using "Amazon SES" in CDP 365
    • How to define zone in website for improve web personalize performance
    • How to push notification "Firebase Cloud Messaging" using CDP 365
    • How to Send SMS using "Telerivet SMS" in CDP 365
    • How to Send SMS using "Klasik SMS" in CDP 365
    • Using "Segment" Data source in Dataflows
    • Set up "Dataflows" to push data to "Google" and "Facebook" Audiences
    • How to send message using "Messenger" in CDP
    • How to push notification "Firebase Cloud Messaging" for Shopify
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  1. Quick start guide

Set up Dataflow using Google sheet Data Source to update Customer data on CDP

PreviousSet up "Dataflows" to push data to CDPNextHow to create "Attribute" for "Customer"/"Visitors"?

Last updated 2 years ago

1. Log into the CDP system. After logging in, click the menu in the left corner of the screen

2. Select the menu as follows: "DATAFLOWS" -> "Dataflows"

3. Click ‘+’ Bank Dataflow

4. Select a Google sheet Data source containing the customer data you want to update

Click “Create dataflow” after you have selected Data source

5. Select the necessary fields for your data push

6. Add "Add column" node to build Customer ID data

Customer ID will be encrypted from the phone number

Use "MD5" or "ENCODE_SHA256" function

  • Example when using "ENCODE_SHA256" function

  • Example when using "MD5" function

6. Add “Destination channel” node -> Select the Business Object destination channel that you created before

7. Select "Customer" Object and Set up the necessary information to push data into the Customer Business object

8. Save your Dataflow

REVIEW & TURN ON

Used to view setup information in dataflows and setup execution time

After clicking "Turn on", the data changes status from "Paused" to "Active"

Force Run: Used to run immediately without timeout in dataflows

You can see how to create a new Google sheet Data Source

Note: you can see how to create a Business Object destination channel

here
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