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 | Asign 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 | |
| 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+ |
Updated 3 months ago