Table of Contents
What is the Sources console?
The first step in leveraging the power of the Faraday prediction cloud is giving it something to work with. While you'll gain access to all of our national household database (via the Faraday Identity Graph), the real explanatory potential starts to rise to the surface when you add data that represents your own leads and customer– and you'll do just that in our Sources console.
Accessing the Sources console
To access the Sources console, mouseover the left-hand sidebar to expand it, then click to expand the Consoles menu. In the Consoles menu, click Sources.
Preparing your data
What sorts of data do you have on hand? Sales from the last year? A call list with outcome statuses? Detailed information about customer engagement events? All of this data will be valuable to plug into Faraday.
Read What data Faraday expects first.
We need three basic criteria in order to bring it onboard:
CSV format - .csv or .txt format works as well, but it must be some sort of delimited file, not in .xls or .xlsx. If you've got your data in a spreadsheet, the quickest way to a CSV is File --> Save As --> Comma Separated Values. You can also get your data into this format if it's housed in Salesforce.
Complete addresses - In order to match your dataset to our national database, we need an address for each record you provide. At a minimum, this should be house number and street, plus city + state (and/or postcode).
Clearly identified cohorts - Are these existing customers? Prospects? A broad-based demographic data purchase? The status or journey stage of any particular record should be clearly indicated or implied in the data, via column within the dataset or either in the filename, respectively.
Uploading your data
To start, click + Create source in the upper left.
In the source creation panel on the right, choose a source type of Uploaded CSV (customer file).
Next, upload your file.
In the Setup step–depending on the features enabled for your account–you may have the option configure your own file to best define the data within it and speed up the ingestion process.
You will be asked to define:
If this is a file of "orders" (Faraday terminology for conversion event / customer purchases)
The key fields and data formats for the orders detail (if it is an orders event file)
The key fields and data type for the personal identifiable information
Here's that feature in action:
When ready, click Create source.
Note that after upload, it may take some time for your file to be fully available and ready for use. We recommend letting your Account Manager know of the upload so that we can internally finalize it for use.
Uploading additional files from the same dataset
If you need to upload additional files you will also have the ability to do so on that same object in the future for addition or update. You can even determine if it's additional data to add, or a full refresh altogether! The system will validate that it matches the exact same format as your previous upload (required) and guide you accordingly.
To get started, simply select the existing source in the Sources console and click + Upload more data
You will be asked to define:
Whether the file is intended for merge (addition) or replace (update)
For more info on this, check out How does Faraday identify duplicate data
Communicate with the Faraday Customer Success team
We pride ourselves on attention to detail; every dataset that comes into the Faraday system is evaluated and approved by a data engineer. If we have questions about data types, codes, or anything else, we'll be in touch. If you have notes of your own to share feel free to pass those along with notification to your Account Manager!
Visualize the ingested data
Once it's been imported, your data will be available alongside Faraday's, ready for filtering, analysis, modeling, and more!