Knowledge Base

Using data processors with BlueConic connections

What are BlueConic data processors?

Data processors are used in certain BlueConic connections to transform or filter data being exchanged between BlueConic and other systems. Data processors ensure that BlueConic imports and exports the data correctly by cleaning up or transforming the data, to store data in normalized format, or to remove variations in addresses, for example. This helps you to ensure that data being exchanged is validated, corrected, and cleansed.

Watch the video: Data Processors Overview

 

Examples of BlueConic data processors

Here are some examples of data processors that transform or filter data being imported to or exported from BlueConic:

  • Normalize addresses to format state or country codes. For example, changing 179 Lincoln Street, Boston, Mass., USA to 179 Lincoln St., Boston, MA U.S.
  • Clean up email addresses to fix mistakes. For example correcting first.lastname@gmial.com to first.lastname@gmail.com
  • Name normalization. For example, to change Bob Smith, Bobby Smith, and Robt. Smith to Robert Smith
  • Summing product prices to a complete order total. 
  • Phone number normalization. For example, to transform (617)555.1212 to 617-555-1212
  • Splitting postal codes with add-ons to use a uniform format.

Which BlueConic Connections use data processors?

The following BlueConic connections enable you to use data processors:

How to use data processors in a connection

Important: To have one or more data processors added to your BlueConic environment, contact your Customer Success Manager.

  1. Once you have had a data processor added to your BlueConic environment, open the Import or Export goal settings of your connection. See the list of connections that support data processors.
  2. In the configuration step for processing, transforming, or filtering your data, select each processor you want to use for the data import or export. For example, in the SFTP Connection, you select data processors in step 3:
    How to normalize customer data, transform customer data, or filter customer data being imported via BlueConic connections to customer profiles
  3. For data processors that require configuration, click the configuration (cog wheel) icon and select the relevant data fields from your CSV file.
    For example, if you select the Email cleansing processor, you would choose the email field.
  4. Some data processors affect the selection of which profiles are exported/imported. In these cases, you'll see a message in the segment selection step, or the Timeline event mappings step alerting you that a data processor might have impact on this aspect of the export.Screen_Shot_2022-09-20_at_10.09.05_AM.png
  5. Complete the configuration steps, turn the connection on, save your changes, and schedule or run the connection.

For more information, or to install data processors for your connections, contact your BlueConic Customer Success Manager. 

Data processors in the BlueConic plugin gallery

You can access and add available data processors via the BlueConic plugin gallery. Open the Settings > Plugins page and click the Add plugin button. This opens a lightbox window with several options for add a new data processor plugin: via the plugin gallery, by uploading a Zip file, or by registering an external URL.

Find related data processors

You can find data processors used for the current connection listed in the Related items widget on the right side of the BlueConic window. Learn more about navigating your Related items in BlueConic.

Related_Items.png