Moving your data from your current providers to the Emarsys B2C Marketing Cloud, and keeping it synchronized, is one of the most important parts of the onboarding process.
We offer a number of integration methods to suit your available resources and business needs. Below is an overview of these methods and links to the information you need to complete this step with the minimum effort and in the shortest time.
Before you start, you should familiarize yourself with the standards and conventions that Emarsys uses to transfer data.
- Contact data – your initial upload
- Contact data – synchronization
- E-Commerce data – product catalog
- E-Commerce data – web behavior data
- E-Commerce data – sales data
- Additional information
Contact data – your initial upload
Your first action should be to import your entire customer database into Emarsys. To do this you will need to ensure that all the required data fields exist in both databases, and that the .csv file containing the data is correctly formatted.
Contact data synchronization
Once you have imported your entire contact database, you will then need to make sure that your contact data is kept up to date. There are different ways to do this, depending on your requirements.
Synchronizing Emarsys with an external contact databases
This is our most common scenario, where new registrations and updates to existing contacts are collected in an external database (such as a web shop) and the changes (delta) are synchronized either in real time or once a day with the Emarsys database. The recommended option is to use the Emarsys API for this. However, you can also set up automated imports from your own SFTP or FTPS server, or from a WebDAV folder that we set up for you.
You may also be able to use one of our custom integrations with leading e-commerce platforms:
If Emarsys is your only contact database
If Emarsys is the only application that you use to store and manage contact data, you still have a number of options available.
- Using web forms to transfer data to Emarsys.
- Using HTTPS feeds to transfer data to Emarsys
- Importing contact data via the application
- Exporting contact data via the application
- Managing contacts manually
Since your e-commerce data (products, sales items and web behavior) is anonymized, you cannot use it to create product recommendations or customer segments until your contact data has been imported. However, since you do not need an Emarsys account or a signed contract to get started, you can save time on your overall data onboarding by starting to work on this straight away. All the information you need to prepare your product catalog and historial sales data files, and to implement the Web Extend data collection scripts on your website, is freely available on this site.
Integrating your product data
Your first action to integrate your e-commerce data is to make a single upload of your product catalog. This should be a single .csv file, formatted as per our guidelines, or a Google Product Feed, and uploaded on the Catalog page of the Predict Dashboard. Please note that you do not have to be a Predict customer to access this page.
How many products should I include?
All of them. Ever. We want every single product that you have ever stocked, whether or not you still sell them. This is important for both the contact profile and the product affinity models.
Once you have prepared your product catalog, you can use our easy interface to make your initial upload and set up your schedule for synchronization.
Integrating your web behavior data
If you want to start collecting data before you have an Emarsys account, you just need to request a merchant ID from Emarsys Support. Since the data collected is anonymous until it is associated to an Emarsys account there is no risk to data security to start this process early.
Integrating your sales data
After you have made the initial upload of your historical data, you also need to set up a daily upload of new sales data (if you are unable to do this it is possible for Web Extend to collect this data for you; please contact Emarsys Support for more information).
Like your product catalog, your historical sales data should be a single .csv file, formatted as per our guidelines, and uploaded on the Sales Data page of the Predict Dashboard. Please note that you do not have to be a Predict customer to access this page.
How much data should I upload?
Your historical sales data will be used by Web Extend to build contact profiles and product affinity models. In this regard you can upload as much data as you like.
Smart Insight also uses this data to build the eRFM scoring model that your lifecycle segments will be based on, and in this regard you should upload at least two years’ worth of data for this model to be meaningful.
Web Extend collects your online orders, but we have also provide an easy HTTP API for you to set up a regular synchronization schedule for all your other sales data, for example returns and cancellations or offline data from your physical stores. This will ensure consistency across all the orders coming in from your business across all channels, both online and offline.
This guide will help you ensure that your import file is correctly formatted and encoded.
Data exchange resources
An overview of the Emarsys database fields and transfer protocols using API, WebDAV and FTPS.
About Emarsys database fields
An introduction to the fields used to store contact data in Emarsys.
About Emarsys forms
An introduction to the forms used in emails and on web pages to capture contact data and registrations.
The Emarsys API
An introduction to the Emarsys API.