Explore templates

This page provides you with information on templates available in Connect+.

The below table lists the various templates available in Connect+ that you can use to create dataflows or integration workflows in the Connect+ platform.

SL.NOTemplate name
(Click the template name to access its documentation.)
Purpose
1Customer test/control status updateAssign or update the test/control status of customers
2PII cleanupDelete PII data in bulk
3Data reconciliation - SFTPCompare source data with data in CDP to identify source data that got missed during ingestion.
4CSV to XML conversionConvert CSV files into XML
5Fleet customers (parent-child association)
6Customer V2 addAdd customer data using the OAuth client.
7Card updateTo update the card details of a customer.
8Coupon redeemTo redeem active coupons of a loyalty customer
9File transfer templatesTemplates that allow you to join two files. You can choose from the below templates as per your requirements.
SFTP to FTP with 2 Files JoinDownload two files from the SFTP server, unzip, join, zip and push to the FTP server
Skip unknown files SFTP To SFTP with 2 Files Join
SFTP to FTP with 3 Files JoinDownload three files from the SFTP server, unzip, join, remap headers, zip and push to the FTP server
SFTP To SFTP merge 3 Files Join with encrypt/decryptDownload three files from the SFTP server, decrypt, unzip, join, remap headers, encrypt, zip and push to the SFTP server
FTP to S3Pushes files from FTP to Amazon S3
SFTP to FTP with Headers DefinitionDownload a single file from SFTP server, unzip, remap headers, zip and push to the FTP server
SFTP To SFTP with 2 Files JoinDownload two files from the SFTP server, unzip, join, zip and push to the SFTP server
SFTP to FTP with 3 Files Join with encrypt/decryptDownload three files from the SFTP server, decrypt, unzip, join, remap headers, zip, encrypt and push to the FTP server
SFTP To SFTP merge 4 Files Join with encrypt/decryptDownload four files from the SFTP server, decrypt, unzip, join, remap headers, encrypt, zip and push to the SFTP server
SFTP to SFTP with Headers DefinitionDownload a single file from the SFTP server, unzip, remap headers, zip and push to the SFTP server
SFTP to FTP with 4 Files JoinDownload four files from the SFTP server, unzip, join, remap headers, zip and push to the FTP server
SFTP to SFTP transferTransfer SFTP files from one SFTP server to the other with encryption/decryption.
10Transaction templatesEnables you to add a transaction. You can choose from the below templates as per your requirements.
Transactions customers V2 addSorts, transforms, filters and posts transaction data using the OAuth client.
Transaction v2 add with filter
Transaction line-item payment mode merge
Intouch Transaction v2 AddSorts, transforms and post transaction data using the OAuth client
Transaction v2 addDecrypts, sorts, transforms, filters and posts transaction data using the OAuth client
11Transaction line-item mergeCompares and merges transaction data from both the line item file and the bill-level file, then adds the merged data to the platform.
12Create and update badgesEnables you to create and update Badges.
13FTP to S3Enables transferring of the files from an FTP location to an S3 server.
14Audience reload from SFTPAllows the refreshing of files in the defined FTP location at specified intervals and enables automatic updating of the audience list on Engage+
15Databricks job trigger templateEnables to trigger a Databricks job as per a schedule.
16Issue Goodwill points template Enables to issue goodwill points to customers.