You can import customer data in the form of a CSV file from the Blueshift UI by creating an import task.

For information about data types, customer attributes, and data formats, see Customer Attributes

Create an import task

Complete the following steps to create a data import task:

  1. To import customer data, go to the Customer Data > Profiles in the left navigation. Click +CUSTOMERS > Import Customers.

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  2. Select Direct File Upload as the Source.
  3. Provide a Name for the customer feed. This will help you identify and track the specific batch of customers you're importing. For example, you could name it "ABC Sales Event - Import (2024-04-01)" or something as specific as "Summer Blast - Past Purchase 2023" (a customer list from sales in last summer).
    The import task form opens.
    customer-list-ui-upload.png

  4. In the Destination section, you can see the type of data being imported as Customers
  5. Under Notification Preferences on the left, you can set up email alerts. These emails will be sent to the addresses you specify whenever:
    - The status of a task changes.
    - A specific percentage of records fail during an import process.
  6. In the Source Configuration section, select the file containing your customer information. To import the data, click Continue.
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  7. File Settings: Blueshift reads and automatically populates the File Format, Encoding, and Delimiter (only for CSV) fields based on your uploaded file in the File Settings section. You can pick your desired encoding and separator, but the file format cannot be modified. 
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    Supported Encodings:

    - Default: UTF-8 (recommended setting for most files)
    - Other options: UTF-16 (including Little Endian and Big Endian variations) and ISO-8859-1.

    Supported Delimiters:

    Comma (default). Other delimiter types are Tabs, Space, Pipe, Semicolon, and ASCII Record Separator, and Unit Separator.
    - Others: If you want to set a specific delimiter for your source file; then specify that delimiter in the input text box that follows.

    Choose the correct file configuration and click Continue.

  8. In the Configuration section, you are now presented a preview of the first 10 rows of the imported data. 
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  9. Map the fields from the imported data to the fields in Blueshift. 

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  10. This means that you must select a corresponding destination attribute for each source attribute. The Source Attribute Name is the attribute in your file and the Destination Attribute Name is the attribute in Blueshift.
  11. Search and Select: Find the corresponding Blueshift attribute for each field in your imported data. Use the search bar Destination Attribute Name to easily locate the matching attribute. 
    If you wish to create a custom destination attribute in Blueshift, simply type the attribute name you want to add and then click on that attribute suggestion. 
    • Source attributes in the imported data are auto-mapped to destination attributes in Blueshift.
      • To clear the auto-mapping, click the Clear Destination Attribute Mapping icon.
      • To restore auto-mapped suggestions, click the Reset Destination Attribute Mapping icon.
    • Notice that Blueshift standard attributes and Custom attributes are grouped separately in the drop-down list so that you can easily distinguish between them. 
      Note: Only source attributes that are mapped to a destination attribute will be imported.
    • You cannot change the data type for a custom attribute once it is imported.
    • For source data of floating point numeric data type, select the matching data type in Blueshift as Decimal.
    • One column must be mapped to a customer identifier: customer_id or email or cookie or device_id.
    • You can delete the fields you don't want to import from the source file.

  12. Click Check Data Quality to verify that the imported data has the right values for all the records, based on what the field mapping.
    • Ensure that all fields are mapped.
    • Fix any data quality issues identified for better quality data and to ensure that data import is successful. You can download the data quality report in JSON or CSV format.
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  13. Click Test Run to verify that the Destination Data Type is mapped correctly. Notice that the deleted attributes during mapping is removed from the sample destination JSON payload. A maximum of 10 records are fetched during this test run.

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  14. Verify that the data mapping is done correctly. Edit the data mapping if required. Click Test Run again after you make the changes.
  15. In the Additional Configuration section, define your import preferences: set whether to Update All Matching Profiles and to Allow Blank User Attributes.
    Note: Attributes with data type as Boolean cannot be set to a NULL or blank value and must be set as either true or false.
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  16. In the Schedule section, set the Start Date & Time for the import task. You can upload a file Immediately or set a date and time for the upload.
  17. Click Save to save the task first, and click Launch to run the import task.
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You will receive an email confirmation after the customer list has been uploaded. The email includes information for both processed and failed records.

Import task status

Click Import Customers to run the import task. You can view the task status from the View Uploads page.

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