Ingest Algolia User Profiles data into Experience Platform using the UI

This tutorial guides you through ingesting data from your Algolia User Profiles account into Adobe Experience Platform using the user interface.

Get started

This tutorial assumes familiarity with the following Experience Platform components:

• Experience Data Model (XDM) System: The standardized framework Experience Platform uses to organize customer experience data.

  • Basics of schema composition: Learn about schema composition, including key principles and best practices.
  • Schema Editor tutorial: Learn how to create custom schemas using the Schema Editor UI.

• Real-Time Customer Profile: A unified, real-time customer profile based on aggregated data from multiple sources.

• Sources: Ingest data from various sources and use Experience Platform services to structure, label, and enhance the data.

Gather required credentials

To connect Algolia to Adobe Experience Platform, provide the following credentials:

For more information, refer to the Algolia authentication documentation.

Connect your Algolia account

In the Experience Platform UI, select Sources from the left navigation to open the Sources workspace. Use the Categories panel or search bar to find your desired source.

To connect Algolia, choose the Algolia source card under Data & Identity Partners and select Set up.

Authentication

Use an existing account

To use an existing account, choose Existing account and select the Algolia User Profiles account you want to use. Then select Next.

Create a new account

To create a new account, select New account, then enter a name, an optional description, and your Algolia credentials. Select Connect to source and wait for the connection to establish.

Add data

After your Algolia User Profiles account is created, the Add data step appears. Use it to select and preview user profile data for ingestion.

• On the left, enter optional Indices and Affinity(s).
• On the right, preview up to 100 rows of user profiles.

Once done, select Next.

Provide dataflow details

If using an existing dataset, choose one associated with a schema that includes the Algolia Profile field group. Make sure the Algolia User Token field is using the Algolia User Token identity namespace. If the Algolia User Token is not currently created or assigned, instructions are provided below.

If creating a new dataset, select a schema using the Algolia Profile field group.

Create Algolia User Token identity namespace

You will need to create the Algolia User Token identity namespace if it doesn’t already exist in your organization.

Use the left navigation and select Identities to access the Identity Service UI workspace and then select Create identity namespace.

Next, provide a Display Name and an Identity Symbol for your custom namespace. During this step, you must also configure the type of your namespace. When finished, select Create.

Once added, the namespace appears in the list. You can now apply it in your schema.

Apply your namespace to your schema

Use the left navigation and select Schemas to access the Schemas UI workspace. Use the schemas workspace to create or update a schema with the Algolia Profile Details field group. Next, navigate to the User Token field and use the right-rail to select the Identity box. Additionally, use the input box to define the Algolia User Token identity namespace. When finished, select Save.

After the User Token field is assigned the Algolia User Token identity namespace, the identity appears in the user profile for any profile.

Map data fields to an XDM schema

Use the mapping interface to map your source data to schema fields. For more information, refer to the mapping guide.

Schedule ingestion runs

Next, use the scheduling interface to define the ingestion schedule of your dataflow.

Review your dataflow

Use the review page for a summary of your dataflow prior to ingestion. Details are grouped in the following categories:

• Connection - Shows the source type, the relevant path of the chosen source file, and the number of columns within that source file.
• Assign dataset & map fields - Shows which dataset the source data is being ingested into, including the schema that the dataset adheres to.
• Scheduling - Shows that active period, frequency, and interval of the ingestion schedule.

Once you have reviewed your dataflow, select Finish and allow some time for the dataflow to be created.

Next steps

By following this tutorial, you have successfully created a dataflow to bring intent data from your Algolia source to Experience Platform. For additional resources, visit the documentation outlined below.

Monitor your dataflow

Once your dataflow has been created, you can monitor the data that is being ingested through it to view information on ingestion rates, success, and errors. For more information on how to monitor dataflow, visit the tutorial on monitoring accounts and dataflows in the UI.

Update your dataflow

To update configurations for your dataflows scheduling, mapping, and general information, visit the tutorial on updating sources dataflows in the UI.

Delete your dataflow

You can delete dataflows that are no longer necessary or were incorrectly created using the Delete function available in the Dataflows workspace. For more information on how to delete dataflows, visit the tutorial on deleting dataflows in the UI.