Explore templates

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.
17	Create Rewards in Bulk	Enables the creation or update of rewards in bulk