Creating data transformation

Creating transformation diagram involves uploading a sample of data to undergo the transformation and then defining the rules according to which the data will be modified to meet specific purposes. Such transformation diagram can be reused in the workflow by means of the Data Transformation node. This way you may create workflows that upload data from external sources, modify them, and process them further.

Before you proceed with selecting sample data and defining transformation rules, you can select a goal to help you adjust the data to reach a selected goal such as import of transactions to Synerise, import of events to Synerise, or import your profiles to Synerise (these are the standard goals). When you select one of the standard goals, you will receive a list of columns which are required as the output of the transformation.

The selection of the goal is optional. If you want to create a transformation diagram without a specific goal and you know the structure of the output data, you can select the Custom goal.

1. Go to Automation > Transformations > Create transformation.
2. Enter the name of the transformation.

Select a goal

1. On the pop-up, select one of the following options:
   • Choose goal - This option lets you choose in the further steps: import of transactions, events or profiles to Synerise. As a result, you receive a list of required data as the output of the transformation.
   • Custom - This option lets you choose a transformation diagram without a defined goal. After selecting this option, you proceed straight to uploading the sample data.
2. Choose goal option selected: Select the transformation goal.
   Familiarize with the required data displayed on the pop-up.
3. Click Apply.
4. In the Required data section, select the columns which will be required for the sources using the diagram you are about to create.
5. Confirm by clicking Apply.

Create a diagram

1. Upload a file with the sample data.
   We recommend selecting a file that contains a sample of data you use.
   
   Tip: You can read more about the configuration of Data Input here.
2. Add subsequent nodes by clicking the right mouse button. The full documentation on the nodes available for data transformation is available here.
3. As the final node, add Data Output in which you will see the final result of file modifications.
4. Connect the nodes with each other.
5. Saving the transformation:
   • If you want to save it as a draft, click Save.
   • If you want to save and activate it, click Save and publish.
     Example result:

   

6. You can reuse this transformation while preparing the import workflow. Then, select this transformation in the Data Transformation node.