Send data to Cheetah Digital

Cheetah Digital is a customer engagement platform that helps marketers deliver personalized experiences, create effective cross-channel messaging, and increase customer loyalty.

You can send CSV, PSV, or TSV files files to Cheetah Digital using SFTP.

This topic describes the steps that are required to send CSV, PSV, or TSV files to Cheetah Digital from Amperity:

1. Get details

2. Add destination

3. Add data template

Get details

Configure Cheetah Digital to use SFTP:

For an FTP Profile: a username and password is required, along with the remote folder to which Amperity will send data. Note The hostname for the SFTP server in Cheetah Digital is a combination of two values: the FTP URL, as configured for the FTP Profile and your Cheetah Digital username, separated by “ - “ (space, hyphen, space). For example: “sftp://acme - justinc”.

Add destination

Configure Amperity to send CSV, PSV, or TSV files directly to Cheetah Digital using an SFTP workflow.

To add a destination

	Open the Destinations tab to configure a destination for Cheetah Digital. Click the Add Destination button to open the Destination dialog box. Enter a name for the destination and provide a description. For example: “Cheetah Digital” and “This sends CSV, PSV, or TSV files to Cheetah Digital”. From the Plugin drop-down, start typing “sftp” to filter the list, and then select Cheetah Digital.
	Credentials allow Amperity to connect to Cheetah Digital. The credential type is set automatically to SFTP. You may use an existing credential or you may add a new one. Select an existing credential from the Credential drop-down. – or – Select Create a new credential from the Credential drop-down. This opens the Credential dialog box. Enter the name for the credential, and then add a description. Select sftp.<ftp-url> - <username> from the HOSTNAME drop-down list. Enter the username and passphrase. When finished, click Save.
	Each destination has settings that define how Amperity will deliver data to Cheetah Digital. These settings are listed under the Settings section of the Destination dialog box. Complete the following SFTP Settings: The path to the Remote folder. Tip If the path to the remote folder contains a space, use a backslash () character to escape that space. For example, a folder named “From ACME” should be entered as “From\ ACME”. The File format. Select the file format – CSV, PSV, or TSV – from the drop-down list. Optional. The Escape character that is required by Cheetah Digital. Note If an escape character is not specified and quote mode is set to “None” this may result in unescaped, unquoted files. When an escape character is not specified, you should select a non-“None” option from the Quote Mode setting. Optional. The Compression format. Encoding method options include “Zip” and “None”. Optional. The PGP public key that is used to encrypt files that are sent to Cheetah Digital. Optional. The Quote mode that should be used within the file. From the drop-down, select one of “all fields”, “all non-NULL fields”, “fields with special characters only”, “all non-numeric fields” or “None”. Note If the quote mode is set to “None” and the Escape Character setting is empty this may result in unescaped, unquoted files. When quote mode is not set to “None”, you should specify an escape character. Optional. Select Include success file upon completion to add a .DONE file that indicates when an orchestration has finished sending data. Tip If a downstream sensor is listening for files sent from Amperity, configure that sensor to listen for the presence of the .DONE file. Optional. Select Include header row in output files if headers should be included in the output. Optional. Select Row number to include a row number column in the output file. Applies to CSV, TSV, PSV, and custom delimiter file types. When enabled, you may specify the name of the row number column in the output file. Optional. Select Exclude Parquet extension from the directory name for managing how Apache Parquet files are added to directories.
	Business users are assigned to the Amp360 User and/or AmpIQ User policies. (Amp360 User allows access to queries and orchestrations and AmpIQ User allows access to segments and campaigns.) A business user cannot select a destination that is not visible to them. Business users – including users assigned to the DataGrid Operator policy – may have restricted access to PII. What is restricted access to PII? Restricted PII access is enabled when the Restrict PII access policy option that prevents users who are assigned to that option from viewing data that is marked as PII anywhere in Amperity and from sending that data to any downstream workflow. You can make this destination visible to orchestrations and allow users with restricted access to PII to use this destination by enabling one (or both) of the following options: Note To allow business users to use this destination with campaigns, you must enable the Available to campaigns option within the data template. This allows users to send campaign results from Amperity to Cheetah Digital. The other two settings may be configured within the data template instead of the destination.
	Review all settings, and then click Save. Important You must configure a data template for this destination before you can send data to Cheetah Digital.

Add data template

A data template defines how columns in Amperity data structures are sent to downstream workflows. A data template is part of the configuration for sending query and segment results from Amperity to an external location.

To add a data template

	From the Destinations tab, open the menu for a destination that is configured for Cheetah Digital, and then select Add data template. This opens the Add Data Template dialog box. Enter the name of the data template and a description. For example: “Cheetah Digital” and “Send CSV, PSV, or TSV files to Cheetah Digital.”.
	Verify business user access to queries and orchestrations and access to segments and campaigns. A business user may also have restricted access to PII, which prevents them from viewing and sending customer profile data. If business user access was not configured as part of the destination, you may configure access from the data template. Important To allow business users to use this destination with campaigns, you must enable the Available to campaigns option. This allows users to send campaign results from Amperity to Cheetah Digital. If you enable this option, the data extension settings require using campaign name and group name template variables to associate the name of the data extension to your campaign.
	Verify all configuration settings. Note When the settings required by Cheetah Digital were are not configured as part of the destination, you must configure them as part of the data template before making this destination available to campaigns.
	Review all settings, and then click Save. After you have saved the data template, and depending on how you configured it, business users can send query results and/or send campaigns to Cheetah Digital.