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Overview

Our Batch Jobs page, located in the My Extole Tech Center, offers a powerful self-service experience for your file upload needs. This page allows you to quickly and reliably upload file-based events and automate jobs of large files without needing to coordinate with our Support team. For a recurring inbound file pipeline that should detect, validate, and process files as they arrive, install File Integration instead. Screenshot showing Our Batch Jobs page, located in the My Extole Tech Center, offers a powerful self-service experience for your file upload needs. This page allows you to...

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Creating a New Job

Click on the + New Batch Job button to start the job creation process. A drawer-style window will slide out from the right-hand side of your screen with all of the necessary fields to fill in for your job. Screenshot showing Click on the + New Batch Job button to start the job creation process. A drawer-style window will slide out from the right-hand side of your screen with all...

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Required Fields

The required fields include the name of your job, the source type, and the file itself.
FieldDescription
NameA unique name that describes the content of your file (e.g., Evergreen Refer A Friend Conversions 01072022-01082022).
FileYou can either drag and drop or browse for the file you want to upload. Your file must have an extension of CSV, PSV, or JSON.
Source TypeThe type of file you are uploading. The dropdown includes the following options:
Audience
Existing File
Report
New File (default)
Batch Jobs TypeThe type of data included in the file you are uploading. The dropdown includes the following options:
Event (default)
Optout
Approve

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Advanced Fields

Click Advanced in the drawer to open the optional fields.

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How Extole Names Each Event

Extole chooses the event name for each row in this order:
  1. Event Name, when Override event names in the source file is on. Every row creates this event, and any event_name column in the file is ignored.
  2. The row’s own event_name value, when your file has an event_name column.
  3. Event Name, when the override is off. These rows carry no event_name value of their own.
  4. unknown, when you left Event Name empty and the row carries no event_name value.
A job created with no Event Name, from a file with no event_name column, sends every row as unknown. The job still completes with every row valid and no errors, because unknown is a real event name — it is one that no campaign listens for, so no journey starts and no reward is sent. Open the job’s detail view and read Event Names: if it reads unknown, add an event_name column to your file or set Event Name on the job, then upload the file again under a new name.
For the columns an event file carries, see File-based Events.

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Searching for a Job

You can now search for your jobs by typing keywords into the search bar and applying search filters. Screenshot showing You can now search for your jobs by typing keywords into the search bar and applying search filters. Apply filters to your search by changing the “Search by:” dropdown criteria. For example, if you select Search by: User and click on the bar, it will generate a list of users for you to browse. Selecting a user will show you all of the jobs that user has created.

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Sorting Jobs by Status

In the jobs table, you have the option to sort your jobs based on status. You can select any number of statuses. Screenshot showing In the jobs table, you have the option to sort your jobs based on status. You can select any number of statuses.

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Job Statuses

The job statuses include pending, in progress, done, failed, canceled, and expired. A file is rejected as a duplicate when its name matches a file already uploaded to your account, including a file that has since expired. A naming scheme that repeats, such as a month and day with no year, therefore fails on the anniversary of an earlier upload, and the feed for that day is lost. Include the year, or another value that never repeats, in every file name. | Canceled | The job was canceled by you before it was completed. | | Expired | The job was uploaded more than 90 days ago. These files are removed from our system, but we do retain history that the job ran. |

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Viewing Job Details

Each job in the table has a detailed view. Clicking on a job will open a drawer-type window from the right-hand side of your screen that lists more in-depth information about the job. Screenshot showing Each job in the table has a detailed view. Clicking on a job will open a drawer-type window from the right-hand side of your screen that lists more in-depth...

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Detailed View

Information displayed the detailed view of a job includes the following:
  • Name
  • Source (clicking this link will download the file)
  • Type
  • Status
  • Valid/Invalid Rows
  • Start/Completed Time
  • Tags
  • Event Names (if all events in your file are the same type)