Onboarding Data with Simple Onboard

Simple Onboard is a quick and easy way to onboard your PII-based data. With just a few clicks, you upload your file in Connect. Once your file is uploaded, we immediately check it for any issues and then (as long as there are no issues) we’ll immediately create a new segment you can distribute to the destinations of your choice.

Note

Simple Onboard is only available for customers who've been enabled for this functionality.

With Simple Onboard, you upload files where every record in a particular file is a member of a specific segment (for example, a file where every record is a consumer that owns a single-family home). This means that each file can only contain PII-based identifiers (such as name and postal address, email address, or phone number) and should not contain any segment data fields (such as “Type_of_Home_Owned”). We call the fields created from these types of files “file-wide fields”.

For each file you upload, we create a new segment in your audience in Connect based on the name you gave the file (for example, a file named “Single_Family_Home_Owners” would result in a segment named “Single_Family_Home_Owners” that included every record in the file). So, for each different segment you'd like to activate, you'll create and upload a different file.

Note

No audience creation necessary: When you're enabled for Simple Onboard, an audience is automatically created for you, and all segments you upload will be created in that audience. No additional audiences can be created when using Simple Onboard.

Note

Adding new records? To add new records to a segment you've sent before, just name your new file identically to the one you want to add new records to.

To enable LiveRamp to process your data quickly, Simple Onboard has specific file formatting requirements that must be met. Failure to follow these requirements will result in failed data ingestion, so make sure you understand them before you begin.

  1. Create your file(s), following the Simple Onboard formatting requirements.

  2. Navigate to the Simple Onboard page in Connect by hovering over IN in the left navigation bar and selecting “Upload”.

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  3. Click Choose A File and then select your file, or drag your file into the drop file box.

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    Note

    If selecting "Upload" in the previous step does not take you to the Upload Files - Simple Onboard page, contact your LiveRamp Implementation team or create a case in the Technical Support Portal.

  4. Click Upload File.

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    Within a few seconds after your upload completes, you'll see whether the file met our requirements and uploaded successfully:

    • If all requirements were met: We'll create your new segment. You can then choose to upload another file, or move on to managing your segments and setting up distributions.

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    • If one or more requirements were not met: You’ll get a failure message. Click More Info to see specific information about the first problem we found. Correct your file by following the information in the error message and in “Troubleshooting Simple Onboard File Upload Errors”, and try uploading the file again.

      Simple Onboard upload file fail message-GrY.jpg

Note

In rare circumstances, a problem might occur during processing that our initial scan didn't detect. If that happens we'll contact you with more information on how to correct the issue.