The CSV contact upload tool can be used to upload a CSV file containing contact information to your Ometria account. This guide is designed to help you create the CSV file and better understand the options available when using the tool.

1. CSV Format


File size

The maximum file size of the CSV file is 10mb.

Encoding

Both Windows ISO-8859-1 (latin 1) and UTF8 encoded CSV files are supported.

Value modification

Blank spaces before and after strings will be removed from values when processing the data.


Headers

The CSV file must contain headers in the first row. The following headers are accepted by the tool; they are case sensitive and must be written as below:

 HeaderExample Value Notes
emailsarah@fashion.comRequired
id1253
prefixMiss
firstnameSarah
middlenameLouise
lastnameSmith
genderfThe value may be "m" or "f". If unknown leave this value blank.
date_of_birth1990-01-01The date should be supplied in YYYY-MM-DD format
country_idGBISO 3166-1 alpha-2 code
timestamp_acquired
This represents the date that the contact was first acquired. The date should be supplied in YYYY-MM-DD. Alternatively, you can supply the exact date time in ISO 8601 format.
timestamp_subscribed
This represents the date that the contact subscribed to marketing emails. The date should be supplied in YYYY-MM-DD. Alternatively, you can supply the exact date time in ISO 8601 format.
timestamp_unsubscribed
This represents the date that the contact unsubscribed from marketing emails. The date should be supplied in YYYY-MM-DD. Alternatively, you can supply the exact date time in ISO 8601 format.
customer.phone_number+44000772376 
This value should in the international format as shown.
properties.custom_field

Any custom field already configured inside of Ometria can be passed by replacing "custom_field" with the ID of the custom field.


Example CSV file

Click here to download an example CSV file with all headers and four rows of data.

Note: Once you click upload, there could be a delay in uploading. CSV uploads are not completed instantaneously but they are queued and completed when resources are available.



2. Import Options

2.1. Static segments

Three options are available when uploading a CSV file. The options are:

1. No

Do not add any of the uploaded contacts to a segment.

2. Add contacts to an existing static segment

Add all of the uploaded contacts to a segment which already exists in Ometria. You will be able to select the segment from a drop-down list.

3. Add contacts to a new static segment

Create a new segment in Ometria and add all of the uploaded contacts to this segment. You will be asked to provide a name for the segment.

2.2 Merge mode

It is important to understand how merge mode works, as this has the potential to overwrite your existing contact data.

When uploading CSV data we will use the contact's email address as the unique identifier. If a contact already exists in your Ometria account with the same email address as a contact record in the CSV file there is the chance for data to be overwritten.

If you choose to " Only overwrite fields where a non-empty cell is provided" then any non-empty values which exist in the CSV file will be added to that contact record, overwriting any data which already exists for those fields.

If you don't choose to "Only overwrite fields where a non-empty cell is provided" then all of the headers which are supplied in the CSV file will be assigned to that contact record - this includes empty cells too.

Merge mode example

Looking at the above example, rows 1 to 10 show the original contact record in Ometria and how it will be represented when the CSV data in rows 12 to 20 are uploaded with either merge method.

Looking at the CSV data (rows 12 to 20), the id header is included and the value has been left blank. When merging only on non-empty the id value is maintained (C, 3), although when merging on all fields the blank value for the id field is applied to the contact record (D, 3).

In the CSV data (rows 12 to 20), the middle name header has not been included and so this has not been modified when uploading either of the merge methods (C, 6 and D, 6).

2.3. Subscription mode

When uploading contacts you will need to choose a subscription method. This will be applied to all contacts in the CSV file which is uploaded.

Soft subscribed

All contacts are subscribed unless they have previously unsubscribed.

Force subscribed

Contacts are forcefully subscribed even if they are already unsubscribed. Once a contact has been subscribed through this method, they will only be unsubscribed if they unsubscribe from a marketing email sent through Ometria.

Force unsubscribe

Contacts are unsubscribed from your account.

Unchanged

Contact subscription status is unchanged. New contacts will be given a default ‘unknown’ subscription status.

Note: Once you click upload, there could be a delay in uploading. CSV uploads are not completed instantaneously but they are queued and completed when resources are available.


Caution for importing contacts via CSV


It is recommended to upload contacts via your importer (Shopify/Magento/custom importer). As contacts upload via CSV hold their subscription status and timestamp, unless forcefully opted in or out via the preference centre.


If you upload contacts via CSV, the subscription value or status doesn't change later upon the subscription or unsubscription data passed via your importer.


So if bob@gmail.com was uploaded via CSV with an unsubscribed status (and timestamp), and later bob resubscribes on your website, his resubscribing will be passed through to Ometria via your importer. His subscription status will not change and it will remain unsubscribed.