Overview

With Customer Import Profile, you can bring customer data into Capillary from a connected Databricks workspace without manual file uploads. You select a source table, choose how records are added or updated, map the fields to Capillary's customer profile, and validate everything before the import runs.

Use this feature to register new customers in bulk, refresh existing profiles, or do both in a single import. The four-step flow guides you through the process, and you can save a draft at any step to finish later.

Import methods

The following are the import methods that are supported by the profile:

• Insert adds new records only
• Update changes existing records only
• Upsert adds new records and updates existing ones

Create an import job

Select the data source and the table you want to import from your Databricks workspace.

1. On the imports listing page, select + New import job.

2. Under Data source, select Databricks. This connects the import job to your organisation's Databricks workspace as the source of the data. Once selected, the screen confirms: Databricks connection established.

   

3. Under Table name, select the Select the table dropdown. The list displays tables that are already created in Databricks under the import_<orgid> database, a dedicated namespace in Databricks that holds all import-ready tables for your organisation.

   Note: Newly created tables may take up to 10 minutes to appear in the list.

4. After selecting a table, the system automatically displays a preview of the data so you can verify the contents before proceeding.

Example: Selecting customer_registration_10k shows:

• Total records: 10,000

• Fields: 18

• A preview of the top 50 records

5. Once you have reviewed the preview, do one of the following:

   • Select Save as draft to save the current configuration and continue later. A modal appears prompting you to enter a Job name and an optional Description. Select Save to store the draft. The job appears on the imports listing page, where you can return to edit and complete it later.
   • Select Next to proceed to Step 2: Profile and method.

Step 3: Profile and method

Define the import profile that matches your data type and select how the records should be written to the Capillary database.

1. Under Import profile, select the dropdown and select the profile that matches the type of data you are importing. The profile tells the system what entity the data belongs to and how it should be validated and processed.

   The following profiles are available:

   • Customer: For importing customer registration or profile data.

2. Under Import method, select how the records from your table should be written to the Capillary database. Three methods are available:

Note: The Upsert method is supported even when CONF_ALLOW_REGISTRATION_FROM_ANY_IDENTIFIERS is enabled for the organization.

3. Under Additional configurations, set the Unique ID. This defines the identifier the system uses to distinguish between customer accounts during the import.

   Select one of the following:

   • MOBILE

   • EXTERNAL_ID

   • USER_ID

   • EMAIL

4. Once you have configured the profile, method, and Unique ID, do one of the following:

   • Select Previous step to go back to Step 1: Data to import.
   • Select Save as draft to save the current configuration and continue later. A modal appears prompting you to enter a Job name and an optional Description. Select Save to store the draft. The job appears on the imports listing page, where you can return to edit and complete it later.
   • Select Next to proceed to Step 3: Fields mapping.

Step 4: Fields mapping

Map the fields from your source data to the corresponding customer profile fields to ensure accurate data import.

1. In the Fields mapping section, review the list of source fields displayed under Fields of source data to be imported. The banner at the top shows how many mandatory profile fields still need to be mapped, for example: 0/4 mandatory profile fields mapped.

2. Select View mandatory fields to see which fields are required for the selected profile. The modal lists all mandatory fields marked with *.

3. For each source field, select Select profile field under Customer profile fields and select the appropriate field. Fields are organised into the following categories:

• Standard fields

• Customer slab

• Customer status

• Custom fields

• Extended fields

Note: When you map a field that is mandatory for the selected profile, the Mark as mandatory checkbox is automatically selected.

4. Track your mapping progress using the banner at the top, for example: 3/4 mandatory profile fields mapped. The Customer profile fields column header also shows a running count.

5. Optionally, select the Mark as mandatory checkbox next to any additional field to enforce it as mandatory for this import. Fields marked as mandatory must have valid values; otherwise, the record is marked as invalid during import.

   Note - If you selected the Update import method, identifier fields such as mobile, email, and external ID cannot be updated. Mapping these fields has no effect. Only non-identifier fields are updated.

6. Once mapping is complete, do one of the following:

   • Select Next to proceed to Step 4: Review and proceed.
   • Select Save as draft to save the current configuration and continue later. A modal appears prompting you to enter a Job name and an optional Description. Select Save to store the draft. The job appears on the imports listing page, where you can return to edit and complete it later.
   • Select Previous step to go back to Step 2: Profile and method.

Step 5: Review and proceed

Review the complete configuration of your import job and submit it for validation.

To review and proceed, follow the steps given below.

1. Enter a Job name to help identify the job later.

2. Optionally, enter a Description for this job.

   

3. Review the Configuration summary. This section provides an overview of all settings configured across the previous steps. Verify each section before proceeding.

   

4. Navigate to the Profile and method section and select Show additional configurations to expand and view the additional settings configured in Step 2. Select Hide additional configurations to collapse the section.

   

5. Navigate to the Fields mapping section and select Show mapping to expand and view the complete field mapping. Fields marked with * and a green checkmark under Required indicate mandatory fields that have been mapped. Select Hide mapping to collapse the mapping table.

6. Once you have reviewed the configuration, do one of the following:

   • Select Previous step to go back to Step 3: Fields mapping.

   • Select Save as draft to save the current configuration and continue later. A modal appears prompting you to enter a Job name and an optional Description. Select Save to store the draft. The job appears on the imports listing page, where you can return to edit and complete it later.

   • Select Proceed to validate to submit the import job for validation. A confirmation modal appears. Select Yes, validate to confirm.