Automate Your Data Import: From Google Sheets to Antsomi CDP 365

Introduction

Antsomi CDP 365 is a powerful software designed to unify data from multiple sources. It helps create a single customer view, presents data in a single dashboard with meaningful insights, and activates the data with marketing automation across multiple channels. It serves as a Customer Data Platform that connects various data sources to build a 360-degree customer view, which is then used for omnichannel marketing, reports, and analyses.

At the core of its data automation capabilities is the powerful "Dataflows" module.

This module is engineered to set and manage data processing automation. Its primary functions involve:

• Connecting data from first parties: This means ingesting raw customer data from various sources. Antsomi CDP 365 supports a wide range of Data Source Connectors, including common platforms like Google Sheets, Oracle, Google Analytics, and BigQuery.
• Processing it through various actions: Once data is ingested, it can be transformed, filtered, or enriched. The Dataflows module offers a variety of Action nodes to manipulate data, such as Add data, Add columns, Filter, Script/SQL, Aggregate, and Join/Merge/Split Columns.
• Sending it to multiple destinations: After processing, the transformed data can be pushed to various channels. Common destinations include the CDP Business Object (for creating customer profiles), Google Sheet, Google Audience, Facebook Audience, and BigQuery.

This comprehensive functionality significantly reduces manual effort and ensures that your customer data within Antsomi CDP 365 is always up-to-date.

Chapter 1: Specific Challenge

In today's business landscape, customer data is often spread across various disparate systems such as CRM, social media platforms, and digital ad platforms. This dispersed data can be overwhelming to manage.

A common and significant challenge for businesses is when they use Google Spreadsheets to maintain valuable customer information. Manually exporting data from Google Spreadsheets, importing it into a Customer Data Platform, and then mapping the fields is often a very cumbersome and time-consuming process. This manual effort makes it difficult to keep customer data consistent and up-to-date across all systems, leading to inefficiencies and outdated customer profiles. The desire to automate the process of bringing data from Google Spreadsheets into the Customer Data Platform is a recognized need.

Chapter 2: Step-by-Step Procedure

Automating Google Spreadsheet data import into Antsomi CDP 365 is achieved through the Dataflows module. Here's a step-by-step guide to implement this integration:

1. Create Data Source

The initial step is to establish a connection from Antsomi CDP 365 to your Google Spreadsheet.

• Navigate to the Data > Sources > My Datasource screen.
• Click the "+" button and select "Batch".

• Select the Owner (typically yourself) and click "Continue".
• Choose "Google sheet" as the data source connector.

• Log in with your Google account to authenticate the connection.
• Select the target Google Sheet for import and click "Next".
• Choose the specific fields you wish to import from the sheet and click "Save".
• Your Data Source creation is now complete.

2. Create Data Destination

Next, you need to define where the processed data will be sent within Antsomi CDP 365.

• Go to the Data > Destination > My Destination screen.
• Click the "+" button.
• Choose "CDP Business Object" as the destination. This is crucial as it allows the data to be properly stored as unified customer profiles within Antsomi CDP 365.

• Enter your Antsomi CDP 365 Authentication Info and click "Authenticate".
• Select the target portal, click "Validate", and then "Save".
• Your Data Destination creation is now complete.

3. Create Batch Stream

The Batch Stream orchestrates the entire data flow, defining how data is pulled, processed, and pushed to its destination.

• From the Data > Batch Stream screen, click the "+" button.

• Select the Data Source you created in Step 1 and click "Create Stream".
• In the "Add Data" screen:

• Click "+Add Field" to select the fields for import from your Google Sheet.
• If necessary, set "Condition" to filter data based on specific criteria.
• Click "Save".
• Add a new Action node called "Add Columns":
  • Click the "+" button to the right of "Add Data".

• In the "Add Columns" screen, add necessary fields. For custom data, a "custom id" (typically a unique user ID or a hashed email address) is a mandatory field.
• Specify the Column Name (e.g., "custom id"), Data Type (e.g., "Text"), and Formula (e.g., an MD5 hash of the Email for the custom id value).
• Click "Save".

• Add Destination channels:
  • Click the "+" button to the right of "Add Columns".
  • Select the Destination channel you created in Step 2.
  • Choose "Push Data to CDP Business Object".

• Select the target Object (e.g., "Customer") to which the data will be mapped.
• In the "Column mapping" screen, map the Source column from your Google Sheet to the target Object's column within CDP 365.
• Select the appropriate write mode in the "Write mode" screen.
• Click "Save".

• Your Batch Stream creation is now complete.

4. Execute Batch Stream

Once the Batch Stream is set up, you have the flexibility to execute it either manually or on a scheduled basis.

• Scheduled Execution (Periodic execution):
  • From the Batch Stream screen, click on the Batch Stream you just created.
  • In the "Setting" screen, configure the execution time and frequency for the data import.
  • Click "Save" and then "Activate". This setup allows updates in your Google Spreadsheet to be automatically reflected in Antsomi CDP 365, effectively freeing you from the cumbersome manual import process.

• Manual Execution:
  • From the Batch Stream screen, click on the Batch Stream you created.
  • Click "Force Run" to initiate an immediate import of your data.

By following these steps, Antsomi CDP 365 transforms your Google Spreadsheet data into a powerful asset, enabling a single customer view, deep insights, and hyper-personalization.

Summary

Antsomi CDP 365 addresses the common challenge of managing customer information in disparate systems like Google Spreadsheets. The manual import process is often cumbersome, but Antsomi's "Dataflows" module is engineered to automate data processing, connecting, transforming, and sending data to its destination. This significantly reduces manual effort and keeps customer data up-to-date.

The automation process for Google Sheets involves four key steps:

1. Create Data Source: Establish a connection to your Google Sheet.
2. Create Data Destination: Define where the data will be stored, typically as unified customer profiles (CDP Business Object).
3. Create Batch Stream: Orchestrate the entire data flow, including field selection, adding mandatory columns like "custom_id", and mapping data.
4. Execute Batch Stream: Run the import manually or, more importantly, schedule it for automatic, periodic execution to ensure continuous data synchronization.

By integrating this data, Antsomi CDP 365 provides:

• A 360-degree Single Customer View for accurate identity resolution and segmentation.
• Deep, AI-enabled Insights through a single dashboard with predictive modeling.
• Hyper-Personalization via its Marketing Hub, coordinating 1-to-1 customer journeys across multiple channels.