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Creating data flows to ingest customer data

Suggest edit Updated on September 21, 2021

Create data flows to process the files from the source data sets to the destination data sets.

The goal of this procedure is to create the following rules with sample parameter values:

Rule typeRule nameApply toRuleset
Data flowUPlusImportAccountUPlusCDH-Data-Comms-AccountUPlusCDH-Rules:01-01-01
Data flowUPlusImportSubscriptionUPlusCDH-Data-Comms-SubscriptionUPlusCDH-Rules:01-01-01
Data flowUPlusImportHoldingUPlusCDH-Data-Comms-HoldingUPlusCDH-Rules:01-01-01
Important: When you configure these rules in your system, use the values that are appropriate for your system.
  1. In the navigation pane of Dev Studio, click Records.
  2. Expand the Data Model category, and then click Data Flow.
  3. On the Data Flow tab, click Create.
  4. On the New tab, configure the following parameters:
    1. In the Label field, enter UPlusImportAccount.
    2. In the Apply to field, enter the name of the applicable customer class, for example, UPlusCDH-Data-Comms-Account.
    3. In the Add to ruleset fields, select UPlusCDH-Rules and 01-01-01.
  5. Click Create and open.
  6. Double-click the source shape in the diagram, and then configure the following parameters:
    1. In the Source field, select Data set.
    2. In the Data set field, enter the name of the appropriate data set that you configured earlier, which in this example was UPlusImportAccount.
    Configuring the source data set
    The U Plus Import Account data set is selected as the source for
                                the data flow.
  7. Double-click the destination shape in the diagram, and then configure the following parameters:
    1. In the Destination field, select Data set.
    2. In the Data set field, enter Account.
    3. In the Save options field, select Insert new and overwrite existing records.
    Configuring the destination data set
    The Account data set is selected as the destination for the data
                                flow.
  8. Click Save.
    Configuring a data flow for data ingestion
    Source and destination shapes in a data flow configured to move
                                files between data sets.
  9. Repeat steps 3 through 8 to create the other two data flows:
    • UPlusImportSubscription
    • UPlusImportHolding
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