How to import customer data from a file
If you need to load a large number of clients' data into the database, we recommend using import from file.
Select the base for importing profiles.
To add a new file, tap on the download area and select the file on your device. Another way is to simply drag and drop the desired file with your mouse.
You can upload several files at once. If you want to delete a file, click the cross next to its name:
Available file formats:
csv tables and txt files in csv format
xls and xlsx data tables
zip and tar.gz archives
Add new leads and update existing ones
Only add new leads, don't update existing ones
Only update existing ones, do not add new ones
You are probably loading customer data into a new and so far empty database right now, but time will pass and you will need to update that data.
- Check the «Ignore blank values in all columns» box if you want to keep the current profile data even if this field is blank in the imported file.
- Check the «Treat null values as empty» box if you want values like null, nil, none, undefined or 0001-01-01-01T00:00:00:00Z to be treated as empty.
In the final step of the import, you can check your settings and run the import, as well as define additional actions with the database fields. You can go back one or more steps, but this will reset the settings of the current step.
- Skip start triggers - do not run scripts and trigger campaigns configured to import into the selected database.
- Detect geo-location by IP - when you send data to Reg IP or IPv4 IP fields, Altcraft will automatically detect geolocation and you can select profile fields such as Coordinates, Country, City - or Reg Country and Reg City to fill in, and the profile position on the map widget will also be noted.
- Create a static segment based on the results of this import - when importing profiles, the platform will create a static segment that includes all added and updated profiles.
- Update segment based on the results of this import - when importing profiles, the platform will automatically recalculate the static segment.
When the import is complete, you will see how many customers have been added, updated or rejected, as well as the most common errors.