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|Welcome to the Squeezely Public Knowledgebase. Here is where you will find everything you need to know about using the Squeezely Platform.|
Want to import some of your existing customers into Squeezely Platform? Find out how to do this below.
An easy way to import customers into Squeezely and update fields on a 360 profile is by using our CSV CRM import, find it here https://squeezely.tech/data/crm.
You can use a CRM import to update fields directly on a 360 profile. In this case just add a column with email address as the identifier, followed by columns to update fields in your 360 profile. The field names should be an exact match of your profile field names in Squeezely.
You are also able to import data into 360 profiles as events. In this case, add a column 'event' and specify any event name. Squeezely will consider each line in your file as a separate event and match this to your profiles based on the email address provided in the column for 'email'.
Preparing your CSV file
Also make sure that the first line of your CSV contains the name of your columns.
|Event||If you want to import data as an event, provide an event name here. Ignore this field if you are uploading profile fields only.||Alphabetical characters (optional)|
|Firstname||First name of your customer||Alphabetical characters|
|Lastname||Last name of your customer||Alphabetical characters|
|Email address of your email@example.com !REQUIRED!|
|User ID||The user ID you use in your system to identify a user||Alphabetical and or numerical characters|
|Gender||Your customers gender||M, F, U, male, female, unknown|
|Birthday||Your customers date of birth||YYYY/MM/DD, DD/MM/YYYY|
|Phone||Phone number for your customer||Numeric including "-" and "+" (example: +316-12345678)|
|Zipcode||Zipcode for your customer||<4 digits>(space, optional)<2 letters>(example: 1234 AA)|
|City||City of residence||Alphabetical characters|
|Country||Country of residence||2-letters, ISO-3166|
|Currency||Currency used by this customer||EUR, USD, GBP|
|Newsletter||Permisson for sending newsletters||on, off, 1, 0|
|Last Purchase||The date on which the user has made his/her last purchase||Unix Timestamp|
|Custom Fields||You can use custom fields to attach properties to users, that are not natively supported by Squeezely. For example: If you want to categorize your users on their continent of residence, you can create a Custom Field custom_continent.||Text, Number or Data format|
Uploading your CSV manually
When you have your CSV ready, follow the following steps:
- In the top right corner, click on import csv file.
- Select your CSV from your device and Upload your CSV file.
- Match the columns form your CSV against your Squeezely fields, like in the example below.
- When done, press save. Your customers will now be imported into Squeezely.
The image below shows an upload of a sample file into Squeezely Platform. You will find two colums:
Left Column: The first row of your uploaded CSV.
Right Column: Your Squeezely Fields
Make sure you select the desired Squeezely Column for each of the columns in your CSV. All data will be uploaded into this field for your users.
Uploading your CSV via SFTP
Ask your account manager to enable the SFTP option for your account. When enabled you will find your SFTP credentials in company settings.
To import via SFTP simply place your CSV file on the SFTP server and it will be imported into your 360 profiles.
Imported CSV's will show up in the Squeezely interface as CRM uploads.
Want to find info about a specific feature? Check out these topics below!
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