Follow these steps to create a Recommendations dataset.
Creating the Dataset Schema
You don't need to upload a full file when you create a new Recommendations dataset schema. A file that contains the required headers and at least three rows will suffice.
- Click DATASETS in the top navigation bar, and then click Product Data.
- Click CREATE DATASET.
- Click Recommendation and then click NEXT.
- Name the dataset and then click NEXT.
- Drag and drop the file into the upload area, and then wait for the platform to validate the data.
- After the file passes validation, ensure the sample shown is correct, select Looks good, and then click CONFIRM AND CREATE.
Once the platform finishes creating the schema, the details page for the newly created Recommendations dataset loads, with the Current Updates table showing the file you just uploaded listed and the PENDING
status at the top-right corner.
With the schema created, you can now update the dataset as needed, especially if you used a file that only contained a few rows when creating the schema. A full update replaces the entire dataset, and a partial update allows you to add new rows or update existing ones.
Updating a Recommendations Dataset
You can make updates using the Data API, SFTP, or the Upload Data wizard in the platform. Note that integrating with the API enables more real-time use cases, such as removing out-of-stock products from the dataset.
When using the Upload Data wizard to update a Recommendations 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 a Recommendations dataset by uploading a dataset file directly to the Monetate platform using the Upload Data wizard.
- Click the upload icon that appears to the far right of the dataset's entry on the All Datasets list page or the Recommendations list page, and then select Manual 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.
Monetate ingests the file and closes the Upload Data wizard. When the dataset's Update History tab loads, a message briefly appears that informs you that the file was successfully uploaded. Additionally, PENDING
appears where the timeframe of the last update normally appears.
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 the upload icon that appears to the far right of the dataset's entry on the All Datasets list page or the Recommendations list page, and then select Manual 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 dataset's details page loads, a message briefly appears that informs you that the file was successfully uploaded from the Amazon S3 URL. Additionally, PENDING
appears where the timeframe of the last update normally appears.
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.
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 Recommendations list page
- In place of the last update's timeframe on the dataset's details page
- In the UPLOAD DATE column in the Update History table
Click that message to view the File Upload Error modal containing the reason(s) for the failure.
Refer to Dataset Specifications in the Recommendations dataset overview to ensure the update file conforms to the criteria for this type of dataset.