Metadata is the data from the Enterprise that Ushur utilizes within the workflow. It could be customer contact information such as email addresses, phone numbers, or customer policy ID if a workflow deals with claims or appointment date/time/location if it is an appointment workflow.

The data is stored in a tabular form and can be accessed using variables corresponding to each column. Since these variables pertain to Enterprise data, they are called Enterprise variables.

You must first create the following variables before accessing data from the MetaData,

• Create the relevant Enterprise variables - Read this Enterprise Variable for more information.

• Create Keys - Read this What is a Key? for more information.

Adding the Meta Data

There are 5 methods to upload or update the metadata table:

Manually entering a row of values

In the first row of the Meta Data Table is a row of empty values that you can type in.

You should fill out each value and then click the “+” button to add a row.

Note that you do not need to enter a value for each variable; however, all key variables must have a value.

Bulk Upload

You can upload metadata in bulk by uploading a CSV, JSON, or XML file containing the metadata. The files should contain all enterprise variables and their respective values. You can then view all current data by clicking on the MetaData tab on your Ushur Dashboard.

Click the Example Files drop-down list to view the respective file-format information, which looks like this:

Once you upload the CSV, JSON, or XML file containing the metadata, you can view the data from the Upload History.

Click the Launch button in the Trigger Status column to launch your campaign to the contacts mentioned in the file.

Click LAUNCH IMMEDIATELY in the confirmation window to launch the workflow.

Note

The launch will take the default channel mentioned on the Ushur Settings page.

For example, if the default channel is set as WhatsApp in Ushur settings, then the launch will be triggered from WhatsApp. Refer to Ushur Settings.

SFTP Upload

Secure File Transfer Protocol or SFTP allows for customer-prepared metadata files to be securely transferred from a remote system to an application’s metadata. For more information, read Using SFTP to Upload .csv Files in Bulk.

Store Module

The Store Module allows a Ushur to write a row into the metadata during a Ushur engagement. Rather than uploading data beforehand, the Store module allows you to automatically add metadata when users engage with Ushur workflows. Refer to the Store Data Module for more details.

API Call

To insert data using an API call, include a content block where each parameter corresponds to a column of metadata. Refer to the Ushur API Integration solution document for more details.