SAP (CDP) Customer Profile Data Adapter

The SAP (CDP) Customer Profile Data Adapter enables you to retrieve the customer profile attributes, activity indicators, and segments for use in MXO eligibility, prioritization, and data structures.

To create a SAP (CDP) Customer Profile Data Adapter

  1. In MXO, choose Collect.

  2. Select External Data, click Create.

  3. Choose SAP (CDP) Customer Profile as the type of Data Adapter you want to add.

  4. Enter a name for the Data Adapter you are adding. Using a descriptive name makes it easier for you and your team members to know when to use the Data Adapter.

  5. Enter a brief description of the Data Adapter you are adding and when it should be used.

  6. Enter the configuration details that define the adapter's behavior:

    FieldDescription
    Select the attribute to use as a keySelect the captured data attribute you want to use as the key for looking up data in Salesforce. Captured data attributes are stored in the Customer Metadata Data Adapter.
    Test keyThe existing customer key to use when testing and validating the Data Adapter configuration.
    HostName of the SAP regional data center to which your subscription is related.
    Business UnitThe Business Unit identifier representing the workspace for the application.
    ViewThe ID of the view you wish to query. You can access the viewId from the SAP Customer Data Platform console. Simply select the view you want to see and copy the ID direct from the URL.
    UserThe User Key value from the SAP CDP source application.
    SecretThe Secret Key value from the SAP CDP source application.
    IdentifierName of the customer attribute to use for identifying a customer record.
    OperandThe comparison operation to use for matching the key value for the identifier, either contains or equals. Contains allows the key to be part of the identifier and is used to search an array of identifier values.
    PurposeThe optional name of the processing purpose to use for accessing the profile data.
    StructureThe custom properties from the customer schema to include in the response. For more details about defining the structure, see {{< link title="Defining Dynamic Profile Attributes" src="one_data_adapters_sap_profile.md#defining-dynamic-profile-attributes" >}}.
  7. Click Test configuration. This tests and verifies that the new configuration details are valid.

  8. Click Apply.

  9. Click Save.

Defining Dynamic Profile attributes

Customer Data Platforms enable you to define the data schema that best represents your brands customer data. You can then make that schema available to MXO.

The Structure configuration setting in the data adapter is designed to provide MXO with information about the schema and its attributes. You define the schema using simple YAML syntax.

Example Data Schema

name: profile
displayName: Profile Fields
description: the custom attributes from the profile
properties:
  - name: LTV    
    displayName: Lifetime Value    
    description: the customers calculated lifetime value to the brand
    type: SYMBOLIC

To define your structure

Start with the heading, as shown in the example above, that defines the profile attribute structure.

name: profile
displayName: Profile Fields
description: the custom attributes from the profile
properties:

The properties setting is the collection (array) of properties you want to include in the profile attributes made available to MXO.

Note: The SAP CDP customer id attribute is returned by default and does not need to be defined as part of the expected schema.

For each property, add an indented (2 spaces) list starting with a dash ( - ).

properties:
  - name: LTV    
    displayName: Lifetime Value    
    description: the customers calculated lifetime value to the brand
    type: SYMBOLIC

Provide the following settings for each property:

FieldDescription
nameName of the schema attribute as defined in the customer schema. This value is case sensitive.
displayNameHuman-readable name of the schema attribute.
descriptionDetailed description of the attribute.
defaultValueOptional. The value to return if data for the current customer does not contain a value.
typeThe datatype of the attribute in MXO. One of: - SYMBOLIC (used to represent all string values) - NUMBER - BOOLEAN - DATETIME