BlueConic CSV connections allow for the automated synchronization of BlueConic data out to various CRM and digital marketing platforms. BlueConic features a unique data collection engine that captures data at the customer level for known and anonymous users. For known users, or once a user becomes known, having this data in your CRM will arm your call center and other communication platforms with relevant details about your customers' explicit and implicit intents.
Before you begin
Confirm you have access to a CRM or digital marketing platform that supports data exchange via CSV files.
Choose a connection type from the available CSV-based connections in BlueConic.
Configure CSV files and fields
When importing data to BlueConic via CSV files, you can customize how your files and their fields are handled. The settings will look different depending on the specific connection you are configuring, but an overview of the possible settings are as follows:
Setting | Description |
Field separator | Usually |
Decimal separator | Choose whether to use a point |
Multi-value separator | Typically |
Quote character | Specify your quote character if your CSV file uses quotation marks around values; otherwise, remove the default character. |
Escape character | Specify your escape character if your CSV file uses one; otherwise, remove the default character. |
Date format | Specify the date format used in the files so BlueConic can correctly import date. For example, "YYYY-MM-DD" results in "2021-11-30". |
Timezone | Specify the timezone used in the files so BlueConic can import or export date fields correctly. Click Preview date and time to test if the date values in the detected files match your selected date format. |
Rename files | Select this option to add a ".done" suffix to the end of the file name when the file is imported. |
Process CSV data | You can add BlueConic data processors to transform or filter the data in your CSV, so BlueConic imports the data correctly. |
Delta file | Specify whether the imported file is a change file containing only new data since the previous import. Using change files can speed up imports. Note: The first import always imports all selected data; subsequent imports can use change files (delta files). |
Note: For reliable BlueConic file parsing, always use the escape character. Omission can lead to parsing errors, indicated by incorrect column counts or preview failures.
Next steps
Determine which of the supported connection types (Amazon S3, Azure Blob Storage, etc.) best suits your needs and the location of your CSV files.
Configure the chosen connection within BlueConic, paying close attention to the file and field handling options to ensure accurate data import and export.
Run a test connection with a sample CSV file and preview the data to verify the configuration.
For advanced use cases or questions, reach out to your Customer Success Manager.
FAQs
What are delta files in the context of CSV connections?
A delta file is a change file containing only new data since the first import. Using a change file can speed up subsequent imports.