Importing CSV (EN)

Historical data can be imported with a CSV file into Squeezely.

Preparing CSV

With a CSV file, the following two types of data can be imported:

The import of CSV files cannot be undone!

Profile fields can be overwritten with a new value

Test a CSV import with only a few profiles and view the result in Squeezely.

The CSV file has to be constructed as follows:

Separation with comma or semicolon: the columns should be separated with a comma (,) or semicolon (;)
Name of data fields in first row: In the first row, the column names are processed data fields are processed as column names. Give the columns exactly the same name as the data fields in Squeezely (for example email, first name, last name).
Rows of data fields in correct datatype: the Squeezely data fields should be processed in the correct datatype (for example name is text, birthdate is number). Check the datatype of the data fields in this item.
Email field always present: the data field email should always be part of the CSV, where each row contains an email address. Based on the email address, the data is added to the existing profile of the email address or a new profile is created.

When importing events, the following things are important:

Extra column for event: in the first row the column 'event' is added. In the rows below the name of the event is given (for example purchase). Squeezely considers each line in the CSV file as an event and links this event to the email address which is entered in the column 'email'.
Extra column for event date: in the first row the column 'event date' is added. The date of the event is entered in the rows below

Note: when the event date is missing, the date of import will be used as the event date.

When importing Purchase events, the following things are important:

Extra column for orderid: Add an orderid to the purchase events. Use the same orderid on multiple lines to link order lines (products) within an order to the same purchase event.
Additional column for order lines: For each order line within the same order, add the product id under 'products', specify the quantity under 'quantity' and specify the price of the product under 'price'.

Email	Firstname	Lastname

Email	Firstname	Lastname
pim@squeezely.tech	Pim	Reijnen
maarten@squeezely.tech	Maarten	Moerland

Event	Orderid	Event_date	Email	First name	Last name	Quantity	Products	Price

Event	Orderid	Event_date	Email	First name	Last name	Quantity	Products	Price
Purchase	12345	02/02/2021	pim@squeezely.tech	Pim	Reijnen	1	123-ab-XL	100
Purchase	12345	02/02/2021	pim@squeezely.tech	Pim	Reijnen	1	123-ac-XXL	120
Purchase	12555	08/02/2021	maarten@squeezely.tech	Maarten	Moerland	3	123-ab-xl	100

There are two options for importing the CSV:

When importing files manually, there’s a limit to the file size of 200MB. This limit is not present when uploading files to our FTPS.