| Schedule Frequency |
Select the frequency with which the data stream pulls files from the external
source. You can choose once, hourly, daily, weekly, bi-weekly, monthly, quarterly, and
yearly. |
| Credentials |
Select your credentials to authenticate with the platform where your files are
stored. If a set of credentials hasn’t been added to Marketing Cloud Intelligence
previously, to create a new authentication, click Add New. |
| Directory |
Enter the directory where your files are located. To evaluate any Marketing Cloud
Intelligence functions that were used as part of the directory or file name, use the
Evaluate button.
|
| File Name Wildcard |
Set a wildcard to instruct the data stream which file to pick from the directory or
folder. For example, use the asterisk for a part of a file name that could vary. For
example, *.report.xls covers both May.report.xls and June.report.xls. To evaluate any
Marketing Cloud Intelligence functions that were used as part of the file name, click
Evaluate next to the text box.
- If you want to pull a specific file, for example, an Excel file, you can use the File
name wildcard option and enter *.xlsx. If you want to include certain parts of the names
of the files you want to retrieve when uploading the data, you can also use the File
name wildcard match option. For example, let’s say you have 100 files in your directory
and you want to retrieve only those files that contain the word “Campaign”. Because only
20 files contain the word, we expect only 20 files to be retrieved.
- In this case, you can use the wildcard option using this syntax: *Campaign*. Because
this is a file name, not a file extension, you must use the correct syntax.
- Add two asterisks around the word that you want used in the filtering. You can also
retrieve files from cloud storage daily in a directory named with today’s date by
adding to the directory path
[code]FORMATDATE(TODAY(),
'yyyy-MM-dd')[/code].
- Functions like
TODAY() and NOW() always return the date in UTC timezone (not the
timezone of the workspace) when they’re used in this feature.
|
| Delete after download |
Enable this checkbox to delete the files from your vendor or file storage after
they’re downloaded by the platform. |
| Retrieve only new files |
Enable this checkbox to only retrieve files that were modified after the most recent
retrieval. |
| Merge files |
Enable this checkbox to merge multiple files into a single file before processing.
All files must have identical headers. |