How to manually import customer data
The easiest way to upload customer data to your database is to manually create their digital profile and enter all available information there.
Select the base for importing profiles.
You will see a special form to fill out a digital profile:
There are five tabs in the profile information:
- Personal: name, surname, date of birth, gender
- Contact: phone numbers, email
- Registration: date, IP address, city, country, link, provider
- Tracked: IP address, city, country, region, postal code, time zone
- Additional fields
All the specified fields correspond with the previously configured default and custom ones. Required fields are marked with an asterisk.
Select the resource and channel, then click «Add». The profile will get a subscription to the resource.
Other sections cannot be edited at the moment of profile creation.
Click «Save» in the upper panel to save the profile and leave the edit page. If you want to save the changes you have just made, but not close the page, click «Apply».
When you hover the mouse cursor over one of these buttons, you will be prompted to activate two additional options:
- Do not activate triggers connected with this activity: the new profile will not receive any trigger messages right after you import it into the database.
- Track geolocation by Reg IP/IP: at the moment of data import your customer's geolocation can be tracked automatically by the data in the Reg IP fields (registration IP address) or IP (the last known IP address).