Monetate

Send complete customer attribute datasets to Monetate over SFTP with DinMo.

Connect Monetate to DinMo to update an existing Customer Attributes dataset from a model or segment. DinMo exports a CSV file over SFTP each time the activation runs. Monetate processes the file after it arrives.

Before you connect

You need a Customer Attributes dataset in Monetate, its numeric dataset ID, and an SFTP user for the site. The dataset's identifier and attribute column names must be known before you configure the activation. DinMo updates the dataset; it does not create it.

Connect Monetate

1. In DinMo, open Destinations and select Add a new destination.

2. Choose Connect a new platform, then Monetate.

3. Enter a connection name and the Monetate SFTP username. Use either the user's password or the private key matching the public key registered for that user in Monetate.

4. Keep the server sftp.monetate.net and port 22, then save the connection.

To configure the dataset ID, field mapping, and schedule, follow Synchronize customer attributes.

For SFTP user setup, including Monetate's public-key format, see Manage SFTP Users. For dataset IDs, see Monetate's Customer Attributes SFTP guide.