Edit a Custom List Dataset

This content is only for clients with Product Data and Customer Data options in the DATASETS menu in the top navigation bar. If no menu options appear when you click DATASETS, then this content doesn't apply to your account. Instead, see the alternate version of this documentation.

You have multiple options to update a custom list dataset within the Monetate platform.

If the custom list dataset you update is associated with any experience, action condition, or recommendation filter, the platform uses the current list of PIDs, not the list as it existed at the time it was associated.

Using the Upload Data Wizard

The Upload Data wizard has options to either drag and drop a file directly into it or to input a URL to a dataset file that you store on Amazon S3. Regardless of which of these two upload options you select, the file that you use must be in the CSV or TSV format and cannot contain a header row.

Uploading a File Directly

Follow these steps to upload an update file in the Monetate platform.

  1. Click DATASETS in the top navigation bar, and then select Product Data.
  2. Click Custom Lists in the left-hand category listings.

    Callout of the Custom Lists option in the left-hand category listings of the All Datasets list page

  3. Find the dataset that you want to update, click the upload icon that appears to the far right of its entry on the list page, and then select Data File Upload.

    Callout of the 'Data File Upload' option in the upload icon contextual menu of a custom list dataset's entry on the Custom Lists dataset list page

  4. Select the type of update you want to perform, and then click NEXT.

    Step 1 of the Upload Data wizard, with 'Partial Update' selected and a callout of the NEXT button

  5. Select Manual File Upload and then click NEXT.

    Step 2 of the Upload Data wizard, with 'Manual File Upload' selected and a callout of the NEXT button

  6. Drag and drop the file into the wizard.

    Step 3 of the Upload Data wizard, with a callout of the file upload field

  7. Click FINISH after the file is uploaded.

    Step 3 of the Upload Data wizard, with a callout of the FINISH button

Monetate closes the Upload Data wizard. A message briefly appears that informs you that the file was successfully uploaded. When the Custom Lists datasets list page loads, PENDING appears in the LAST UPDATED column for the dataset you updated.

Callout of the PENDING status in the 'LAST UPDATED' column for a newly updated dataset on the 'Custom Lists' datasets list page

Uploading a File Using an Amazon S3 URL

Follow these steps to update a custom list dataset by uploading a file using an Amazon S3 pre-signed URL.

  1. Generate the pre-signed URL for the file you want to upload.

    Refer to Sharing objects using presigned URLs in the Amazon Simple Storage Service (S3) user documentation for more information about generating a URL for this purpose.

  2. Click DATASETS in the top navigation bar, and then select Product Data.
  3. Click Custom Lists in the left-hand category listings.

    Callout of the Custom Lists option in the left-hand category listings of the All Datasets list page

  4. Find the dataset that you want to update, click the upload icon that appears to the far right of its entry on the list page, and then select Data File Upload.

    Callout of the 'Data File Upload' option in the upload icon contextual menu of a custom list dataset's entry on the Custom Lists dataset list page

  5. Select the type of update you want to perform, and then click NEXT.

    Step 1 of the Upload Data wizard, with 'Partial Update' selected and a callout of the NEXT button

  6. Select Upload File Using Pre-signed S3 URL, and then click NEXT.

    Step 2 of the Upload Data wizard, with 'Upload File Using Pre-signed S3 URL' selected and a callout of the NEXT button

  7. Paste the Amazon S3 URL into the field, and then click FINISH.

    Step 3 of the Upload Data wizard, with a callout of the Amazon S3 presigned URL input field and the FINISH button

The Upload Data wizard closes and Monetate ingests the file. When the Custom Lists datasets list page loads, a message briefly appears that informs you that the file was successfully uploaded from the Amazon S3 URL. Additionally, PENDING appears in the LAST UPDATED column for the dataset you updated.

The Custom Lists datasets list page, with a message in the top-right corner that reads, 'Successfully uploaded via presigned URL.' The PENDING status in the 'LAST UPDATED' column for a newly updated dataset is called out.

Using the Update Custom List Field

If the custom list dataset that you need to update is relatively short, or if you need only to add or remove a manageable number of product IDs (PIDs), then you can perform the update in the Monetate platform without uploading a file.

  1. Click DATASETS in the top navigation bar, and then select Product Data.
  2. Click Custom Lists in the left-hand category listings.

    Callout of the Custom Lists option in the left-hand category listings of the All Datasets list page

  3. Click the name of the dataset that you want to edit.
  4. Add, edit, or remove PIDs in the text field, and then click UPDATE.

    Animated demonstration of a user viewing the 'Update Custom List' tab of a custom list dataset's details page, selecting multiple product IDs contained in a text field, deleting them, and then clicking the UPDATE button

A message briefly appears that informs you that the dataset was successfully updated, and the row count to the left of ARCHIVE DATASET reflects the changes you made.

In the table on the Update History tab, this type of update has CUSTOM LIST WIZARD in the SOURCE column and is considered a full update.

Callout of 'CUSTOM LIST WIZARD' in the SOURCE column of the Update History table for an update performed on a custom list dataset's 'Update Custom List' tab

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