CSV Upload

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.
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  1. Select the CSV file from your computer, preview it, and click Upload.
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  1. Enter the CSV import name and click Upload.
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The CSV upload is processed in near real-time. After the CSV upload is done processing, the status for that upload changes to Completed.

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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:

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

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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>.


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