Use AgilOne in a Customer 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.

Within the platform you can access the Create Dataset Schema wizard to upload a CSV file and determine various field types to create a customer dataset schema, after which you can then upload a full file to create the dataset.

With AgilOne integration, you can skip the process of defining field types for customer datasets by using its predefined schema and uploading that CSV file to the platform via SFTP.

The headers of the CSV you upload must match those in the table, and the values entered must match the type listed. You can also download a template.

HeaderField Type

Setting Up the Integration

Follow these steps to establish the integration with AgilOne.

  1. Click the settings cog and then select Integration.

    Callout of the Integration option in the settings menu

  2. Click the AgilOne tab on the Integration page.

    If the AgilOne tab doesn't appear on the Integration page, then this feature isn't activated for your account. Contact your dedicated Customer Success Manager for assistance.

    Callout of the AgilOne tab on the Integration page


    Callout of the 'INTEGRATE AGILONE NOW' button

  4. Name the AgilOne dataset and then click INTEGRATE.

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

    The Integrate AgilOne Dataset modal, with a callout of the INTEGRATE button

Now that you have integrated AgilOne, you're ready to upload the dataset schema via SFTP.

Setting Up the SFTP Upload

  1. If you have not yet created any SFTP user credentials for the account or want to create user credentials specifically for this purpose, click CONFIGURE YOUR SFTP CREDENTIALS on the AgilOne tab.

    Callout of the CONFIGURE YOUR SFTP CREDENTIALS link on the AgilOne tab

  2. On the Sites tab is a table of existing SFTP users, if any have been created, as well as the CREATE SFTP USER button. Click it to create a new set of SFTP user credentials via the SFTP User Details modal.

    You must have the site administrator user role within the platform to set up SFTP users from the Sites tab. Once created, SFTP permissions don't require a user role in the platform.

  3. Configure your SFTP client with the following information from the Sites tab:
    • Hosts
    • Port22
    • ProtocolSFTP
  4. Create the CSV file containing the AgilOne schema, and then upload it to the /datasets directory using your SFTP client.

Viewing the New Dataset

Once the upload is complete, you can view the newly created customer dataset by following these steps.

  1. Click DATASETS in the top navigation bar, and then click Customer Data.
  2. Find the customer dataset you created, and then click the dataset's name to view its details page.

The Overview tab of the dataset details page shows all the headers present in the CSV file you uploaded.

The Overview tab for an AgilOne-based customer dataset

If the platform encountered an error during the upload, then a warning message appears in the Current Updates column on the Customer Datasets list page. Click VIEW ERRORS for more information.

See Customer Dataset Details Page to better understand the information you can find on and what actions you can take from the dataset's details page.