Create an Offline Purchases Dataset

This content is only for clients with the one-click DATASETS option in the top navigation bar. If you click DATASETS and see Product Data and Customer Data listed as menu options, then this content doesn't apply to your account. Instead, see the alternate version of this documentation.

Follow these steps to create an Offline Purchases dataset.

All the attributes required for an Offline Purchases dataset must appear in the file header, with the attribute name matching the exact spelling and case. See the dataset specifications in the Offline Purchases dataset overview to ensure success.

  1. Click DATASETS in the top navigation bar, and then click CREATE DATASET.

    Animated demonstration of a user clicking the DATASETS option in the top navigation bar and then clicking the 'CREATE DATASET' button on the Datasets list page

  2. Click Offline Purchase and then click NEXT.

    Step 1 of the Create Dataset Schema wizard, with Offline Purchase selected and a callout of the NEXT button

  3. Name the dataset and then click NEXT.

    The name must begin with a letter and can contain only letters, numbers, and underscores.

    Step 2 of the Create Dataset Schema wizard, with a name typed into the Dataset Name field and a callout of the NEXT button

  4. Drag and drop the file into the upload area, and then wait for the platform to validate the data.

    If the file fails validation, an error message appears that states the problem encountered. Revise the file, click RE-UPLOAD, and then drag and drop the revised file into the upload area.

    Callout of the upload area of step 3 of the Create Dataset Schema wizard

  5. After the file passes validation, ensure the sample shown is correct, select Looks good, and then click CONFIRM AND CREATE.

    Callout of the 'Looks good' approval checkbox and of the CONFIRM AND CREATE cutton in step 3 of the Create Dataset Schema wizard

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