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Custom Attributes

The following details the fields and file format required to create and updated Custom Attributes in Pulsate using SFTP.

Custom Attributes

Section titled “Custom Attributes”

When creating a CSV file that contains Custom Attributes, the file must include the following fields:

Field Name Required Description Type
alias Yes The unique identifier for the Customer/Member. string
n Yes The name of the custom attribute. Can only include alpha characters (a-Z) and underscores. No spaces allowed. string
v Yes The value of the custom attribute. string
t Yes The data type of the custom attribute’s value. ‘boolean’ (true/false only), ‘date_ago’ (supports Unix timestamp or ISO 8601 date format YYYY-MM-DD), ‘integer’, ‘numeric’, ‘string’
source No The source of the custom attribute. For example, ‘Core Banking’ or your Financial Institutions name (i.e. ‘XYZ Financial’) string
product_id No The product ID associated with the attribute. Note the Product ID must be consistent across all Customers/Members - i.e. if multiple Customer/Members have a Loan Product called ‘2024 Auto Loan Special’ and this Loan Product has a Product ID of ‘AUTO2024’ then all attributes associated this Auto Loan for your Customers/Members will have the same product_id of ‘AUTO2024’ string
category No The category the custom attribute is associated with. For example, ‘Loan’,’ Auto Loan’,‘Certificate of Deposit’ string

CSV File Example

Section titled “CSV File Example”

Below is an example of how your CSV file might look for custom attributes:

alias,n,v,t,source,product_id,category
"user123","count_checking_accounts","3","numeric","","",""
"user124","enrolled_estatements","true","boolean","","",""
"user125","account_type","personal","string","","",""
"user125","loan_auto_thanksgiving_special_status","application_started","string","los_provider_name","loan_auto_thanksgiving","loan_auto"
"user126","loan_auto_thanksgiving_special_status","application_complete","string","los_provider_name","loan_auto_thanksgiving","loan_auto"

Notes:

Section titled “Notes:”
  • Ensure that your CSV file is comma-separated and that it includes headers in the first row.
  • Double-check that all required fields (alias, n, v, t) are present in the file.
  • The n field must only contain alphabetical characters (a - Z) and underscores (_).
  • Use quotes to enclose string values if they contain commas or other special characters.
  • The t field must only contain one of the specified types, matching the data format of the v (value) field.
  • Booleans should be either a true or false value
  • Timestamps should be provided in Unix time format (seconds since the Unix Epoch) or in ISO 8601 date format (YYYY-MM-DD).

By following the above file format specifications, your data will be correctly ingested by the Pulsate platform, enabling you to leverage our Segmentation and Personalization features effectively. If you require further clarification or assistance with preparing your CSV files, please reach out to support@pulsatehq.com or contact your Customer Success Manager.