Explore templates
This page provides you with information on templates available in Connect+.
The below table lists the various templates available in Connect+ that you can use to create dataflows or integration workflows in the Connect+ platform.
SL.NO | Template name (Click the template name to access its documentation.) | Purpose |
---|---|---|
1 | Customer test/control status update | Assign or update the test/control status of customers |
2 | PII cleanup | Delete PII data in bulk |
3 | Data reconciliation - SFTP | Compare source data with data in CDP to identify source data that got missed during ingestion. |
4 | CSV to XML conversion | Convert CSV files into XML |
5 | Fleet customers (parent-child association) | |
6 | Customer V2 add | Add customer data using the OAuth client. |
7 | Card update | To update the card details of a customer. |
8 | Coupon redeem | To redeem active coupons of a loyalty customer |
9 | File transfer templates | Templates that allow you to join two files. You can choose from the below templates as per your requirements. |
SFTP to FTP with 2 Files Join | Download two files from the SFTP server, unzip, join, zip and push to the FTP server | |
Skip unknown files SFTP To SFTP with 2 Files Join | ||
SFTP to FTP with 3 Files Join | Download three files from the SFTP server, unzip, join, remap headers, zip and push to the FTP server | |
SFTP To SFTP merge 3 Files Join with encrypt/decrypt | Download three files from the SFTP server, decrypt, unzip, join, remap headers, encrypt, zip and push to the SFTP server | |
FTP to S3 | Pushes files from FTP to Amazon S3 | |
SFTP to FTP with Headers Definition | Download a single file from SFTP server, unzip, remap headers, zip and push to the FTP server | |
SFTP To SFTP with 2 Files Join | Download two files from the SFTP server, unzip, join, zip and push to the SFTP server | |
SFTP to FTP with 3 Files Join with encrypt/decrypt | Download three files from the SFTP server, decrypt, unzip, join, remap headers, zip, encrypt and push to the FTP server | |
SFTP To SFTP merge 4 Files Join with encrypt/decrypt | Download four files from the SFTP server, decrypt, unzip, join, remap headers, encrypt, zip and push to the SFTP server | |
SFTP to SFTP with Headers Definition | Download a single file from the SFTP server, unzip, remap headers, zip and push to the SFTP server | |
SFTP to FTP with 4 Files Join | Download four files from the SFTP server, unzip, join, remap headers, zip and push to the FTP server | |
SFTP to SFTP transfer | Transfer SFTP files from one SFTP server to the other with encryption/decryption. | |
10 | Transaction templates | Enables you to add a transaction. You can choose from the below templates as per your requirements. |
Transactions customers V2 add | Sorts, transforms, filters and posts transaction data using the OAuth client. | |
Transaction v2 add with filter | ||
Transaction line-item payment mode merge | ||
Intouch Transaction v2 Add | Sorts, transforms and post transaction data using the OAuth client | |
Transaction v2 add | Decrypts, sorts, transforms, filters and posts transaction data using the OAuth client | |
11 | Transaction line-item merge | Compares and merges transaction data from both the line item file and the bill-level file, then adds the merged data to the platform. |
12 | Create and update badges | Enables you to create and update Badges. |
13 | FTP to S3 | Enables transferring of the files from an FTP location to an S3 server. |
14 | Audience reload from SFTP | Allows the refreshing of files in the defined FTP location at specified intervals and enables automatic updating of the audience list on Engage+ |
15 | Databricks job trigger template | Enables to trigger a Databricks job as per a schedule. |
16 | Issue Goodwill points template | Enables to issue goodwill points to customers. |
Updated 2 months ago