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Account Attribute and Account Metric Record Type Files

Zuora

Account Attribute and Account Metric Record Type Files

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When you send account data to Insights as part of a batch upload, you send the account attribute data and the account metric data to Insights as separate files. These files are called record type files.

The following guidelines apply to account attribute record type files and account metric record type files:

  • Do not mix account attributes and account metrics in the same file
  • Include a header row with field labels
  • Include all required fields
  • Fields can appear in any order
  • Include one row per account
  • Use the same date for all rows; to send data for multiple dates, create a separate batch upload for each date

Fields in Account Attribute Record Type Files

Field Description

Date
(required)

The age of the data in the record type file. All rows should have the same date.

Format: ISO-8601 "standard" (YYYY-MM-DD)
Expected value: any date

External Account ID
(required)

The external ID of the account. Must be unique in the record type file.

Attributes

Fields containing attribute values for the account.

Format: Text, Numeric, Boolean, Date, or Datetime

You can mix attribute formats in the record type file.

When an account is included in the record type file, all attribute values included in the record type file are updated for the account. If an attribute value is null, the attribute for the account will be updated to null.

If an account is excluded in the record type file, none of the attribute values in the record type file are updated for the account. The account will retain values from the previous batch date.

Fields in Account Metric Record Type Files

Field Description

Date
(required)

The age of the data in the record type file. All rows should have the same date.

Format: ISO-8601 "standard" (YYYY-MM-DD)
Expected value:

Metric Frequency Expected Date
Daily Every day
Weekly Monday for the start of the period. For example, for a weekly metric that aggregates from Monday 10/24/16 to Sunday 10/30/16, the expected value is 2016-10-24.
Monthly First day of the month. For example, for a monthly metric that aggregates from 10/1/2016 to 10/31/2016, the expected value is 2016-10-01.

Create a separate batch upload for each metric frequency. For example, when you need to send monthly metrics, do not mix the monthly metrics with the day's daily metrics. Create a separate batch upload with an record type file containing the monthly metrics.

External Account ID
(required)

The external ID of the account. Must be unique in the record type file.

Metrics

Fields containing metric values for the account.

Format: Numeric