Upload a CSV file (aggregated usage)

Overview

Usage information is important to understand the customer full picture. Totango DNA-CX enables you to upload usage data which is aggregated or pre-calculated using a simple file upload mechanism.

This feature lets customers get the full customer picture by adding usage information from various aggregative sources, like, data stores, data warehouses, analytics tools,... 

Totango admins have a simple way to upload today's usage aggregation information to DNA-CX as a one-time or a recurring upload using a reliable and stable mechanism. 

 
This article includes the following topics:

 Make sure to read the FAQs for data consideration.

How To Create An Account Usage Aggregation File

You can upload aggregated usage data to Totango using a CSV file. Note: the data you upload will be timestamped with the date and time of the upload.

Upload Requirements:

  • Must be in CSV format
  • Must include a column for account id and at least one data column
  • Column header must be in the first row of the file
  • The Account ID column cannot have blanks and cannot contain special characters (except underscore “_” and minus “-”).
  • Avoid duplicate rows per account (more than 1 row per account) - Totango will handle only the last row for duplicate accounts entries.
  • User actions that include a comma in the name but be encapsulated in double quotes. For example, View,Report must be formatted as "View,Report"
  • There is no file size limit for recurring uploads. For one-time uploads file cannot exceed 50MB.
  • A file cannot contain more than 1000 columns.
  • All integers must be whole numbers, no decimals.


These are the available columns:

NOTE: All integers must be whole numbers, no decimals.

  • Account id 
    Value format: string

  • Daily active users - The total number of unique active users for each account. 
    Value format: integer

  • Daily total activities - The total number of activities that took place today for each account. 
    Value format: integer

  • Daily time spent in minutes - The total number of minutes that users spent in your application for each account.
    Value format: integer

  • User action / Activity - The names of each Module and Action that was used. Note: Column headers must follow this format: {Module Name}##{Action Name}
    Value format: string

This is a sample of an account usage aggregation file

 
Please note, aggregated usage data that is uploaded using this feature will be used to calculate Spark's core usage metrics, such as usage frequency and license utilization.
Read more about product integration here.

Important considerations

  • Empty cells in the aggregated usage file mean that the previous value will be stored as today's usage, if there is no previous value, today's value will be Zero.
  • Make sure there isn't any system log information generated at the end of your CSV file,  especially from when the data comes from other applications directly
  • When updating attributes, make sure that the attribute column name holds the same capitalization as defined in Totango in the Attributes page. Having different capitalization might cause data discrepancies.

How To Upload An Account Usage Aggregation File?

You can configure and upload aggregated usage on the Customer Data Hub page.

 agg_usage_upload.gif

  

How Aggregations Are Calculated

Totango DNA-CX calculates the period usage aggregations for 1/3/7/14/30/90/180/365 days based on the daily usage information.
This information can be synced to Totango DNA-CX via product integration or account aggregated usage file or both (in this case, account aggregated usage information overrides the product integration information).

The usage aggregations for X days are calculated based on a sum function of the daily usage information uploaded. The only exception is active users aggregation which is based on the max function.

FAQs

Q: Can I upload the aggregated usage data every hour?

A: To support massive usage uploads, DNA-CX enables your admin to upload the information in various schedules (you can upload it every hour to avoid massive data traffic in a short timeframe). The hourly data will be aggregated and processed once on the Totango DNA-CX daily batch process.



Q:
I am sending clickstream information from 2 products to Totango, and want to send aggregated information about my 3 other products. Is it feasible?

A: Yes! you can send usage information via clickstream information and upload an aggregated usage file to the same Totango instance. 


Q: Can I upload aggregated usage information for products that I am already sending Totango information about these products via clickstream information?

A: Yes! you can send usage information via clickstream information (AKA product integration) and upload an aggregated usage file to the same Totango instance. The information from the aggregated usage will override the information sent via product integration (at the specific metric level). For example, you can send the activity "view report" via product integration and the activity "create report" via aggregated usage file. In case the activity "view report" will be sent both via product integration and aggregated usage file, only the aggregated usage file"view report" activity information will be stored.


Q: When should I expect to see the aggregated usage in Totango applications?

A: The account usage aggregations will be accumulated all day and will be processed as part of the daily batch process (with all today's information). 


 
Q: Can I delete usage aggregation information?

A: You cannot delete usage information. Empty cells in the aggregated usage file mean that the previous value will be stored as today's usage. 


 
Q: What are the available sources for the aggregated usage file?

A: You can upload an account aggregated usage file from all the existing IH source: your local computer, SFTP, AWS S3, DropBox, Minio.


 Q: I uploaded the aggregated data for today and afterward I noticed that the aggregated usage is logged to the day before. Can I resolve it?

A: Yes. By default, the integration considers the usage in the file as it was sent at the time of the upload in UTC. You can control it and decide if dates will be converted to UTC or to the server timezone by turning ON a toggle in the integration settings section.
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