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 imported into BlueConic via CSV files from other systems. Data processors ensure that BlueConic imports 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 imported is validated, corrected, and cleansed.

Examples of BlueConic data processors

Here are some examples of data processors that transform or filter data being imported into BlueConic via CSV:

  • 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 import data via CSV files and enable you to use data processors:

How to use 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 goal settings of either the Amazon Web Services (S3) or SFTP connection.
  2. Click Show advanced settings in Step 3. 
  3. In the Process CSV data setting, select each processor you want to use for the data import.
    How to normalize customer data, transform customer data, or filter customer data being imported via BlueConic connections to customer profiles
  4. 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.
  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.