Data Migration

If you already use Adobe and need to align your existing Capillary data with customer profiles in Adobe Experience Platform (AEP), you can perform a one-time historical data migration. This process ensures continuity from day one by syncing past data with Adobe profiles.

Capillary uses the Data Connectors framework in the Insights+ application to export data, which is then securely transferred to Adobe Experience Platform (AEP) over an SFTP connection configured on the Adobe source connector. The exported data is provided in CSV format and delivered as compressed .zip files to ensure both efficiency and security.

Steps to perform migration

Launch your SFTP server (for example, SFTP Cloud) and locate connection details such as username, port, and host.
Enter the SFTP connection details in Capillary’s Insights+ Data Connectors. You can also schedule exports. Data is sent as CSV files in compressed .zip format.using data connectors. Refer to Insights+ documentation for more information.
Check the status of your export schedule. The application displays if a transfer is completed. Review logs to verify the file path and details. Exported data arrives as a ZIP file.
In AEP, go to Sources and add or select your SFTP account. Specify the repository and folder containing the exported files.
Choose the target datasets, select Delimited as the file format, and set compression type to zipDeflate.
Select or create a dataset in AEP and map source fields (e.g., username → customer ID).
Review and activate data flow. Review your setup, schedule the data flow, and start the import.
Monitor data flow status, confirm records in the target dataset, and preview profiles to ensure attributes were updated correctly.

This process exports data from Capillary to SFTP and then imports it into Adobe Experience Platform, making customer profiles up to date with the latest data. You can also watch the video below for a walkthrough of the process.

For more details, you can refer to the official Adobe documentation.