Import data to OCP

Optimizely Connect Platform (OCP) provides the following options to import your data so that you can then sync it between OCP and other Optimizely products.

• App installation – When you install an app in the OCP App Directory, the app manages your data schema for you, creating any necessary objects (database tables), fields (database table columns), and relationships. This means you do not have to manually adjust the OCP database schema to import your data because the app does that for you.
• CSV file import – When you import data through a CSV file import, you must first manually create the objects (database tables) and fields (database table columns) necessary to support the data you are importing.
• OCP API – When you import data through the OCP API, you must first manually create the objects (database tables) and fields (database table columns) necessary to support the data you are importing.

Prerequisite

Before you import data into OCP, you must create the necessary data schema to support the data you want to import. Importing data through an app installation is the only method that does not require you to manage the data schema yourself (the app handles that for you).

You can manage your OCP database schema (objects, fields, and relationships) on the Objects & Fields page or through the OCP API.

App installation

The OCP App Directory includes point-and-click apps that enable you to connect your external systems to OCP. See Install and configure apps for an overview of the OCP App Directory and a list of the available apps.

Each app manages your data schema for you, creating any necessary objects (database tables), fields (database table columns), and relationships. This means you do not have to manually adjust the OCP database schema to import your data because the app does that for you.

You can also build custom apps with the OCP developer platform, a TypeScript-based developer experience that includes tools, utilities, and hosting for building, distributing, and listing OCP apps.

CSV file import

Each OCP account has a dedicated Amazon S3 bucket for ingesting and exporting data. You can leverage the bucket URLs and access keys to send CSV files at whatever cadence you want for immediate ingestion into the OCP database.

CSV file format requirements

• CSV UTF-8 file format
• The file name must use the following format: zaius_<name_of_target_object>_<any_other_detail_you_want>
• Column headers must match the internal name of fields on your target object (all lowercase and spaces replaced with underscores).
• Dates must be formatted in ISO 8601 format or UNIX epoch (seconds since January 1, 1970). For example, 1435708800, 2015-07-01T00:00:00-00:00, and 2015-07-01T12:30:00-07:00. If you do not provide the time and time zone, the time is assumed to be 12 a.m. UTC.

Locate your Amazon S3 credentials

To find your Amazon S3 URLs and access keys:

1. Go to Data Setup > Integrations.
2. Click AWS.
3. Click Generate Access Keys.

4. Copy the Bucket URLs and Access Keys.

   

Import from Amazon S3 to OCP using command-line

After you place a file in your OCP-incoming bucket, OCP automatically imports it. You can fully automate the import process if you regularly create data for imports and can schedule to add that data to your S3 bucket.

Use the following command to copy a local file to Amazon S3:

aws s3 cp zaius\_customers.csv s3://zaius-incoming/<your tracker ID>/ --sse

Use the following command to copy a directory of files to Amazon S3:

aws s3 sync /tmp/yourlocaldir/ s3://zaius-incoming-temp/<your tracker ID>/ --sse

Export from OCP to Amazon S3

1. Go to Data Setup > App Directory.

2. Select the File Export app.

   

3. Click Install App. The Settings tab displays.

   

4. Select the desired Object and Object Fields on the Settings tab.
5. Click Export to initiate the file export.

6. Click Check Status to check the status of the export. When complete, the app returns the S3 folder where you can find the exported files.

   

7. Copy the S3 folder the app returns, and paste it in the following command to download the file from the specified folder in the S3 bucket. Replace filename with your desired name for this export file and replace local file path with the location you want to save this file.

   aws s3 cp PASTE_S3_FOLDER_PATH_HERE/FILENAME LOCAL_FILE PATH

   For example: aws s3 cp s3://zaius-outgoing/YfJOnlKkV4YD41pVNmSdnA/data-exports/d5dd60cd-a93a-472a-944a-6323eca26035/Blog Posts Export C:\\Users\\<name>\\Desktop

You can also export data from OCP to Amazon S3 using the Start Export Job API. Then you can check the status of your export using the Get Export Job Status API.

Import and export from Amazon S3 using a third-party application

You can use whichever third-party application you prefer. Common developer tools you can use to perform uploads to Amazon S3 include:

• Cyberduck (Windows and Mac) – marketer-friendly
• AWS CLI (Windows, Mac, and Linux)
• AWS SDKs (Java, Python, Node.js, PHP, and more)

The following instructions are for Cyberduck, which is a free cloud storage browser that you can use with Amazon S3.

1. Download and launch a free tool, like Cyberduck.

2. Expand Action and select New Bookmark in Cyberduck.

3. Select Amazon S3 from the drop-down list.

4. (Optional) Enter a Nickname.

5. Enter the Access Key ID (the Key ID from OCP).

6. Enter the Secret Access Key (the Secret Access Key from OCP).

7. Expand More Options and enter the Path (the Data Exports bucket URL from OCP). Remove s3:/ from the beginning of the URL, leaving only one forward slash.

8. Close the pop-up window to save the new bookmark.
   

OCP API

After you create your target objects and fields in the OCP database, you can use the Update object endpoint to import data into your target objects and fields.

See Manage data schema using the API for the full list of OCP API endpoints.

If you are loading large amounts of data in bulk, ensure every request is done as a batch. Every request can include up to 500 distinct objects.

API key

Each OCP account includes an API key that lets you access OCP APIs directly, whether using an iPaaS tool like Tray.ai or Zapier, or a custom build. To find your API key, go to Settings > APIs > Private in the OCP user interface (UI). You must include your API key in the header of your API requests.

Regional base URLs

You must use your region's base URL to make an API request:

• US – https://api.zaius.com
• Europe – https://api.eu1.odp.optimizely.com
• Asia-Pacific (APAC) – https://api.au1.odp.optimizely.com

cURL request example

The following is an example of a cURL request to import data to a customer service tickets object (database table):

curl --request POST \
     --url https://api.zaius.com/v3/objects/tickets \
     --header 'accept: application/json' \
     --header 'content-type: application/json' \
     --header 'x-api-key: YfJOnlKkV4YD41pVNmSdnA.L3NMHWkHRCZCkBTl8wiEAZ9ai-fdMqEEEZ6pSSRFVmc' \
     --data '
[
  {
    "ticket_agent": "Alex",
    "satisfaction_rating": "5",
    "customer_bucket": "VIP",
    "topic_category": "password reset",
    "ticket_id": "123456",
    "customer_email": "customer@gmail.com"
  }
]
'