Importing Data Fields and Values into the Data Library

Overview

Although the data library makes it very easy for you to create and update data fields inside the SundaySky platform, there may be times when you will prefer using a spreadsheet (CSV file) to import all your data fields and values, instead of creating them manually. And there may be times when you'll want to import a file only when you want to make additions to existing data fields or values.

However you decide to work, remember that the data library and the files you import work in perfect harmony. Depending on the number of data fields and values that you need for personalizing your video, you can decide how and when to use the tools that SundaySky provides you with.

It is important to remember that the file you use to import data fields and values only defines the library structure. The data that is used for personalizing each video is passed according to the data connector that you have selected.

Important Note:
The data fields and values (maximum 2,000) imported in the process described in this article are the entities that you will use to build the personalization logic in the video.
The viewer data that you will use to populate the video is a different entity altogether and is not limited in number of user records that you can import for video personalization.


CSV File Requirements

The CSV file you use—to import and update data fields and values—needs to meet the following guidelines:

1.

Each column must have a column header. The column header must be the name of the data field.

2.

Each column header must be unique and differ from the other column headers.

3.

There is a maximum limit of 2,000 values per data field. If there are more than 2,000, only the first 2,000 will be imported.
In regards to narration: a value that is not included in the value list will trigger the default narration sentence.

4.

When you import values to an existing data field:
a) the column header in the CSV file must match the data field name in the data library
and
b) the values in the CSV file must be values that do not currently exist in the data library

5.

You can use the same CSV file to both import data fields and to add values to existing data fields.

6.

The file needs to be saved in CSV UTF-8 (Comma delimited) format.
▶ If you encounter a problem in saving the file in Excel, we recommend saving the file in a basic text editor (such as Notepad) using UTF-8 encoding.

Below is an example of a valid CSV file.
Department Name, First Name, and Hobby are data fields.
The Department Name data field includes the following values: Product, Finance, IT, Human Resources
The Hobby data field includes the following values: Cooking, Reading, Extreme sports, Hiking

Excel_example.png


Importing New Data Fields

1. Open the relevant video in the Studio.
2. Select Data in the sidebar.
3. Click + Create New Library.
▶ If the data library already exists, click the radio button to select it.
  Create_new_library.jpg
4. Enter a name for the data library.
  Data_library_name.jpg
5. Click Create.
6. Click the arrow by Create Data Field and then select Import Data Fields.
  Import_data_fields.jpg
7.

Drag and drop the CSV file to the bordered area or click browse and upload the file from your computer.

Click to see the CSV file

Excel_example.png

  Upload_CSV_file_80.jpg
  The content of the CSV file is displayed, with each row specifying the name of a data field. Note that the status of the data fields in the example below is New field as these are fields that do not yet exist in the data library.
  Data_fields_imported.jpg
8. Review each data field to make sure that you want to add it to the data library.
▶ If you do not want to add a data field, uncheck the box at the beginning of the row.
  Review_fields.jpg
9. (Optional) Check the PII checkbox if you would like to designate a data field as pertaining to personally identifiable information (e.g. social security number, home address).
  PII.jpg
10. When you are ready to add the data fields, click Create [x] Data Fields.
  Create_fields.jpg
  The data fields, with their corresponding values, are added to the data library.
  Data_fields_added.jpg

Updating the Data Library

1. Open the relevant video in the Studio.
2. Select Data in the sidebar.
  The current data library is displayed.
  Current_data_library.jpg
3. Click the arrow by Create Data Field and then select Import Data Fields.
  Update_import_data_fields.jpg
4.

Drag and drop the CSV file to the bordered area or click browse and upload the file from your computer.

Click to see the CSV file

Excel_example_update.png

  Upload_CSV_file_80.jpg
  The content of the CSV file is displayed, with each row specifying the name of a data field. Note that the status of each data field is either Update field or New Field depending on whether you are adding values to an existing data field or creating a new data field.
In the example below:
a) new values have been added to the Department Name and Hobby data fields
b) Manager Name is a completely new data field
  Updated_content.jpg
5. Review each row to make sure that you want to add the new items to the data library.
▶ If you do not want to add the data field or value, uncheck the box at the beginning of the row.
  Update_review_rows.jpg
6. (Optional) Check the PII checkbox if you would like to designate a data field as pertaining to personally identifiable information (e.g. social security number, home address).
  Updates_PII.jpg
7. When you are ready to add the content of the CSV file, click Create Or Update.
  Create_or_update.jpg
  The data library is updated accordingly.
  Data_library_updated.jpg
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