On the left hand side in the menu panel, under Customers, there is a section call "Upload".
From here you can upload your customers' details to the Intilery CDP from a CSV file. When adding or updating a customer through an upload, no events are raised, so no Journeys will fire. If you want to update a customer and have your Journeys trigger, use the Event API to update the customer.
Your CSV file must have the following fields:
- Your unique id for the customer
All other fields except for the special ones listed below must exist in your schema or the upload will fail. You can specify any customer trait using the CSV upload other than arrays. For traits that are nested use a dot (.) separater between the fields, e.g. if you have an address with a postcode you can specify this in your CSV with a field called address.postcode.
If you don't provide a value for a field in the CSV, then that field is ignored and not updated for that customer. This is different to updating through the API where sending a blank value in will set the customers trait to an empty value.
Your CSV can contain the following special fields:
- A bar (|) separated list of channels the customer is subscribed to. Note that if you provide this field with a value, those channels are marked as subscribed and all channels not listed are marked as unsubscribed. If you leave this value blank, then the subscribed channels are not updated. To unsubscribe a customer from all channels use the value none.
- A bar (|) separated list of categories the customer is to be subscribed to. Note that this works different to the channels above, in that existing subscriptions aren't changed. When updating category subscriptions you can only add to the categories a user is subscribed to via an upload. If you want to unsubscribe a customer from categories you need to do that through the customer page.
You can download a sample CSV file as a starting point. Note that this may contain fields not in your schema, so make sure you set the headings to match the traits you want to upload.
Warning for Excel users: When you open the sample CSV in Excel, it will convert the phone numbers field to a number field. Phone numbers should be passed using international format: e.g. +440123456789. You can force Excel to render this correctly by selecting your phone number columns and setting to Text. If you are using Excel you must do this before saving the CSV from Excel so it does not corrupt your data.
We recommend you import a single customer on a single row and confirm this works before uploading a large file. After 5 import errors the Intilery platform will stop importing your file and report the errors.