Page tree
Skip to end of metadata
Go to start of metadata

Interaction Studio stores account profiles which individual users can belong to. The accounts can be linked with firmographic data to gain more information about the account. Any previously known information about the accounts can be loaded into the platform by creating attributes to reflect the keys in the source system. Custom attributes may be defined for accounts with types and additional fields. Column names starting with attribute: should then match the custom attribute names set in the Attributes screen. When processed, the attribute: fields will be processed as the type the attribute is configured as in the platform.

This Article Explains

This article details the requirements and schema for the Account ETL and provides a sample file to download.

Sections in this Article

Requirements and Schema

Column names starting with attribute: should then match the custom attribute names set in the Attributes screen on the Account tab. When processed, the attribute: fields will be processed as the type the attribute is configured as in the platform.

File Name Format: account-YYYY-MM-DD_HH-MM-SS.csv


Field NameMinimum RequirementsExample ValuesMax LengthData Type
accountIdThis is the main identifier for an account. This id should match the account id that is a system field for accounts. AccountIds must be all lowercase and have no whitespace.

salesforce.com 

514815558

120String
attribute:The custom attributes for this account. Column titles are the word 'attribute' followed by colon followed by the attribute name as configured in the Attributes screen. Attribute header values must match the attribute name as defined in the attribute config screen and values must match the corresponding type as configured.

attribute:numEmployees, attribute:companySize,

attribute:inBusinessFlag

1250, medium, true

1023Any Valid Interaction Studio Data type
System Fields



attribute:nameDisplay name for an account

Sample Account

Interaction Studio

120String

       

Sample File

Sample File Download

accountIdattribute:nameattribute:numEmployeesattribute:companySizeattribute:inBusinessFlag
8418416741Sample Company7358large

True

9177215300Test Company21smallTRUE
interactionstudioInteraction Studio684mediumfalse
salesforceSalesforce Inc301mediumtrue
6413150145Example Company1268largeTRUE