You can update an Offline Purchases dataset via the Data API, using SFTP, or through the Upload Data wizard in the Monetate platform.
When using the Upload Data wizard to update an Offline Purchases dataset, you can either drag and drop a file directly into the wizard, or you can 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.
Uploading a File Directly
Follow these steps to update an Offline Purchases dataset by uploading a dataset file directly to the Monetate platform using the Upload Data wizard.
- Click DATASETS in the top navigation bar, and then click Offline Purchases in the left-hand category listing on the All Datasets list page.
- Find the Offline Purchases dataset that you want to update, click the upload icon for its entry on the Offline Purchases list page, and then select Data File Upload.
- Select the type of update you want to perform, and then click NEXT.
- Select Manual File Upload and then click NEXT.
- Drag and drop the file into the wizard.
- Click FINISH after the file is uploaded.
When the Offline Purchases datasets list page loads, PENDING appears in the LAST UPDATED column for the dataset.
On the dataset's details page, PENDING appears where the timeframe of the last update normally appears as well as in the UPLOAD DATE column of the Current Updates table.
If the file failed to upload or the platform encountered other errors, you see messages indicating the problem. See Failed Updates in this documentation for more information.
Uploading a File Using an Amazon S3 URL
Follow these steps to add rows to or update existing rows in a product catalog by uploading a dataset file using an Amazon S3 pre-signed URL.
- Generate the pre-signed URL for the file you want to upload.
- Click DATASETS in the top navigation bar, and then click Offline Purchases in the left-hand category listing on the All Datasets list page.
- Find the Offline Purchases dataset that you want to update, click the upload icon for its entry on the Offline Purchases list page, and then select Data File Upload.
- Select the type of update you want to perform, and then click NEXT.
- Select Upload File Using Pre-signed S3 URL, and then click NEXT.
- Paste the Amazon S3 URL into the field, and then click FINISH.
The Upload Data wizard closes and Monetate ingests the file. When the Offline Purchases 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.
On the dataset's details page, PENDING appears where the timeframe of the last update normally appears as well as in the UPLOAD DATE column of the Current Updates table.
If the file failed to upload or the platform encountered other errors, you see messages indicating the problem. See Failed Updates in this documentation for more information.
Via SFTP
You can perform both full and partial updates to an Offline Purchases dataset using SFTP.
Setting Up Automatic Updates
To set up automatic updates for an Offline Purchases dataset, add the following information to your SFTP client.
- Host —
sftp://sftp.monetate.net - Port —
22 - Protocol —
SFTP
The username and password you can find within Monetate by selecting Sites from the settings cog in the platform.
From that same page you can create new SFTP credentials or change an existing SFTP user password. See Manage SFTP Users for more information.
File-Drop Directories and Naming Conventions
There are two file-drop directories:
/datasets/full— Use this location for full file updates/datasets/partial— Use this location for partial file updates
Follow this format when naming an update file: {datasetid}-examplefilename.csv
Replace {datasetid} with the unique ID for the Recommendations dataset you're updating. You can find this information in the platform by following these steps:
- Click DATASETS in the top navigation bar, and then click Offline Purchases in the left-hand category listing on the All Datasets list page.
- Find the Offline Purchases dataset that you want to update, click the upload icon for its entry on the Offline Purchases list page, and then select SFTP Info.
- Scroll to the bottom of the page to find the dataset ID.
Once you upload a file to the platform's SFTP server, it automatically updates the dataset.
Failed Updates
If the platform encounters an error with the update, you see UPDATE FAILED in multiple places within the platform:
- In the LAST UPDATED column for the dataset's entry on the All Datasets list page and the Offline Purchases list page
- In place of the last update's timeframe on the dataset's details page
In the UPLOAD DATE column of the Update History table, the exact date and time of the failed update appears in red.
Click that text to view the File Upload Error modal containing the reason(s) for the failure.
Refer to Dataset Specifications in the Offline Purchases dataset overview to ensure the update file conforms to the criteria for this type of dataset.