With the CSV upload feature, you can create new user profiles in CleverTap in bulk by uploading a CSV file with a list of user profiles. You can also use this feature to add or update information for existing user profiles.

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CSV Upload Permissions

Only Admins, Creators, and Approvers can use the CSV upload feature.

Upload a CSV File

To upload a CSV file to the CleverTap dashboard:

1. Log in to your CleverTap account and click Settings > Engage > CSV uploads.
2. Click Import new profiles from CSV.

3. Select the CSV file from your computer, preview it, and click Upload.

4. Enter the CSV import name and click Upload.

The CSV upload is processed in near real-time. After the CSV upload is done processing, the status for that upload changes to Completed.

Key Points to Remember

CSV Upload Details

• If a new user profile is uploaded, a new user profile is created on the account.
• If an existing user profile is uploaded, the old user profile is updated with new values.
• If a new user profile property is added, a property is created on the user profile.
• You can upload multiple CSV files simultaneously, even when existing files are currently processing.
• Customers can preview up to 15 rows of the file before uploading.
• The phone number must have only digits. For example, 01 123 111 0123. It must not contain any string values.
• After the upload is completed, the following information for the upload is displayed:
  • Name: Displays the CSV import name.
  • Uploaded on: Displays the date on which the CSV file was uploaded.
  • Uploaded by: Displays the email ID of the person who uploaded the file.
  • Status of upload: Displays the status of CSV File upload. The following are the two possible statuses of the upload: In Progress and Completed.
  • No. of Errors: Displays the count of rows that were not uploaded due to an error.
  • No. of Records: Displays the count of records that were uploaded successfully.

CSV File Format

• To view the expected CSV format, download the sample CSV file.
• The upload will not be allowed if the file is not a CSV file or does not comply with CSV standards.
• identity is a mandatory column in the CSV. However, if you want to make profile updates using the CleverTap ID, you can use the objectId in place of identity.

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Note

• Ensure that the identity key is always in lower case.
• You can upload a CSV with a file size of up to 50MB.

The following is the sample format for the CSV file using objectId:

The following is the sample format for the CSV file using identity:

Date Format

• CleverTap supports uploading date information in the following formats:

  • dd/MM/yyyy HH:mm:ss
  • MM/dd/yyyy HH:mm:ss
  • yyyy/dd/MM HH:mm:ss
  • yyyy/MM/dd HH:mm:ss
  • dd MMM yyyy HH:mm:ss
  • Unix time
    All other formats will be treated as a String.

• Time defaults to 12:00:00 if hh:mm:ss is not added.

• 24-hour date format is supported.

• If you are uploading a date, the header must mention the name of the property followed by the date format in angular brackets. Ensure to use the exact case as the format is case-sensitive.

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Date Format Example

A purchase date example: <dd/MM/yyyy HH:mm:ss>.