Embedded Files
Datalake
Datalake
Store your customer data. Manage all the customer, products, shops, orders and line orders information. Upload CSV files or automatize it in real time with the API.
Store your customer data. Manage all the customer, products, shops, orders and line orders information. Upload CSV files or automatize it in real time with the API.
1. Introduction
1. Introduction
The datalake is the module that allows you to store all the information related to the client in an automated way and in real time. The datalake manages 4 main data entities: customers, products, stores and orders.
All entities have a fixed structure and an unlimited number of optional fields, adapting to any data structure.
The Datalake module has this sections:
Customers: All the customers data. Includes API to insert, edit and delete customers.
Products: All the products data. Includes API to insert, edit and delete products.
Shops: All the stores data. Includes API to insert, edit and delete stores.
Orders: All the orders (and line orders) data. Includes API to insert, edit and delete orders.
Upload CSV: View to upload a CSV file to a entity table. To automatize this process contact the Support Team.
Processes: Check all the upload processes.
2. Customers
2. Customers
Click Customers on the sidebar in the Datalake section.
This view includes the list (paged at the bottom right) of customers. You can see a customer detail by clicking Show client on the right side of the list.
The detail info is divided in 4 tabs:
Basic info: The predefined customer fields.
Customer: Basic customer information.
Personal details: Demographic information.
CLV: Customer Lifetime value information (include Recency, Frequency, Monetary, LTV and Time between purchases).
Attributes: The unlimited number of fields to enrich a Customer information. Get more information at this topic: Export data.
Transactions: The transactional information.
Email campaigns info: The email campaigns information.
To delete a user select the needed checkboxes and click on X on the top left of the list.
And write DELETE to confirm the action. This action can not be recovered.
Use the search bar to find a customer by email, reference id, name or surname.
Click on Show API, at the top right of the view to test your API call.
3. Products
3. Products
The Products view works exactly the same as the Customers view. It allows you to see the product detail by clicking on the list, delete products, search and use the API.
4. Shops
4. Shops
The Shops view works exactly the same as the Customers view. It allows you to see the store detail by clicking on the list, delete products, search and use the API.
5. Orders
5. Orders
The Orders view works exactly the same as the Customers view. It allows you to see the order detail by clicking on the list, delete products, search and use the API.
6. Import data
6. Import data
To import new data using CSV files use the Upload CSV section on the sidebar.
The Upload CSV section enables the upload of data from any of the entities managed by the Datalake. The data upload is done with CSV files and you can control the data ingestion in the Processes section.
The CSV file must include a Customers dataset, and is required:
Include lowercase headers in the first row.
Encoded with UTF8.
Semicolon (;) as separator.
Get more information on the Export data topic. You can download a sample file clicking on Downliad example CSV at the second form step.
Follow this steps to upload a CSV:
Select the entity. Select the entity (Customers, Products, Shops, Orders, Line orders) to be uploaded.
Upload a CSV file. This file must include the required information and can include an unlimited number of optional fields. You can download sample file. Check the Customer section on Data extraction topic.
Select mappings. Identify the basic Pleasepoint fields with the CSV headers.
Click on Upload user at the bottom right button.
Once you have clicked on the Upload user button you can check the upload process on the Processes section at the sidebar.
This view provides a list with the following information:
Entity being upload.
Progress of the upload process.
Progress status message.
Download link of the complete Status message.
Download link to the complete upload report.
Execution date.
To automatize this upload process using a sFTP contact to the Support team.
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