Launch Campaign Builder and select Manual Import under the Audience section. This will open the Import User Data page. To import a file click Choose File, and a pop-up will appear, browse for the file you would like to upload and click ‘Open’.
Please note: Your data must be in a spread sheet in either CSV or XLS format.
Click ‘Upload’ once you have chosen your file. Campaign Builder will automatically assume your file has a header row at the top, but if it does not then un-tick the ‘First row is header’ box.
A preview of the file will appear under Data Preview.
The Details section shows the App Space you are importing data into and gives you the option to allow Users that are opted out to be opted in relevant to the data you are importing.
Data Mapping allows you to map fields from your XLS/CSV file to your User Properties. Campaign Builder will automatically read the headings on your file, and then allow you to map them accordingly. Validation Rules will show the rules that apply to each of the fields (e.g. Maximum field length of 25 chars).
You can choose to truncate or trim the User Properties if they do no match the Validation Rules. Truncate will chop the field to satisfy the Validation Rules and prevent the import from returning an error. Trim will cut unwanted whitespace (can include spaces or tabs) from the start and end of the field on import making the import field data more accurate.
The bottom of the page details Conflict Resolution. You need to select;
- What you would like to do if duplicate user IDs are encountered
- What you would like to do if existing test users are encountered
There is a drop-down menu for all the Conflict Resolutions options. If you choose ‘Stop Import’ you will need to manually resolve the issue once Campaign Builder has uploaded the contacts. If you choose either ‘Ignore All’ or ‘Use First’ Campaign Builder can continue the import to completion.
When you click ‘Confirm Import’ you will be taken to the Import History page, where you will be able to see a list of your recent imports.
While the file is validating, you can click the View (magnifying glass) icon on the data table, which will open the Import Detail page and show the progress of the import.
If you selected ‘Stop Import’ on the first page of import the row will be highlighted with ‘Conflicts Found’ in the status column. To resolve these conflicts you need to click on the Edit (crayon) icon and choose your resolutions from the drop-down lists next to the relevant rows.
You can also view the conflicting users if you want, by clicking ‘View’. This data will remain available for just 7 days after import.
Once you have resolved your conflicts click ‘Continue Import with Selected Resolutions’ to complete the process. The Import Detail page will then show the final disposition of the import.
You will be able to return to and view the import on the Import History page.