You can use a CRM import to update fields directly on a 360 profile. In this case just add a column with email address, email hash or user ID 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', or alternatively based on the email hash or userID column.
Preparing your CSV file
Make sure your CSV file uses a column delimiter that is either separated by comma (,) or semi-colons (;). Also make sure that the first line of your CSV contains the name of your columns.
Important to know is that an identifier (email, email hash or user ID) is always required in your CSV upload. We use this to upload the data into the user profile containing this identifier. If no profile containing a certain identifier is available, a brand new one will be created.
The table below shows you which columns can be uploaded for a customer and which value formats are supported:
If you want to import data as an event, provide an event name here. Ignore this field if you are uploading profile fields only.
The date on which the user has made his/her last purchase
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!