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Overview

From the CSV Contact Upload screen you can upload your CSV contact lists to Ometria.

This article explains how to create a CSV contact file and how to use the upload tool. 

Be aware

Contacts uploaded via CSV retain their subscription status and timestamp unless:

  • you select 'force subscribe' or 'force unsubscribe' from the Subscription mode panel, or;
  • they are forcibly opted in or opted out via the Ometria preference centre.

Equally, if you upload contacts via CSV, the subscription value or status doesn't change later if subscription or unsubscription data is sent to Ometria via your importer.

For example, if jane@fashion.com is uploaded via CSV with an ‘unsubscribed’ status, and Jane later re-subscribes through your website, her re-subscription is sent to Ometria through your importer. Jane’s subscription status will not change and will still be ‘unsubscribed’.

Ometria’s standard rules of priority for contact listings are:

  1. The Ometria preference centre
  2. API, App, CSV
  3. Ometria form
  4. Importer (e.g. Magento or Shopify)
  5. Third party sync

If there are two contact records with the same priority level, then the varying parameters from the most recent record are used.

For this reason, we recommend that you upload contacts via your importer (Shopify, Magento, or your custom importer). 

To access the CSV Contact Upload screen, click your account in the far left of the Ometria menu bar and select 'Contact upload' from the dropdown:

The CSV Contact Upload screen displays:


Upload a new CSV contact list

Select CSV file

Click SELECT CSV FILE to choose a CSV file from your computer.

Upload requirements

File size: Maximum 10MB

Encoding: The following encoded CSV files are supported -

  • Windows ISO-8859-1 (latin 1)
  • UTF8

Note: Be aware that any blank spaces before or after strings will be removed from values when the data is processed.


Headers

Your CSV file must contain headers in the first row.

The following headers are accepted by Ometria - they are case sensitive and must be written exactly as below:

HeaderExample valueNotes
emailjane@fashion.comRequired
id1234
prefixMs
firstnameJane
middlenameLouise
lastnameSmith-Jones
genderfThe value can only be 'm' or 'f'.
If unknown or other, leave blank.
date_of_birth1990-01-01The date should be supplied in YYYY-MM-DD format.
country_idGBISO 3166-1 alpha-2 code
timestamp_acquired
The date that the contact was first acquired. The date should be either:
timestamp_subscribed
The date that the contact subscribed to your marketing emails. The date should be either:
timestamp_unsubscribed
The date that the contact unsubscribed from your marketing emails. The date should be either:
phone_number+44000772376Use the international format, as in the example.
properties.custom_field
Any custom field already configured in Ometria can be passed by replacing 'custom_field' with the ID of the custom field. 

ISO 8601 format 

Use the following formula to quickly re-format your dates:

=TEXT(A1,"yyyy-mm-ddThh:MM:ss")


Note: CSV uploads are not completed instantaneously; they are queued and completed when resources are available. This could take up to 24 hours, please contact your customer success manager if you have any concerns.


Add contacts to static segment?

Choose from any of the following options:

OptionDescription
NoDo not add any of the uploaded contacts to a segment.
Add contacts to an existing static segmentSelect an existing segment from the dropdown list.
Add contacts to new static segmentCreate a new static segment with the uploaded contacts by selecting this radial and entering a segment name in the blank field. 

Merge mode


Note: Merge mode has the potential to overwrite your existing contact data. Think carefully before committing your changes.


When uploading CSV data, Ometria uses the contact's email address as the unique identifier.

This means that if a contact already exists in your account with an email address which matches one of the addresses in your CSV file, that contact and their data could potentially be overwritten.

You have the choice to select 'Only overwrite fields where a non-empty cell is provided'.

If......then
you do select 'Only overwrite fields where a non-empty cell is provided'only the non-empty values (i.e. cells with data in them) in your CSV file will overwrite the data which matches those fields in the Ometria contact record.
If your CSV file has blank (empty) cells, these will not overwrite the Ometria contact record.
you don't select 'Only overwrite fields where a non-empty cell is provided'all of the data in the CSV upload (including blank cells) will overwrite the data which matches those fields in the Ometria contact record. 

Merge mode example

In the example below, Jane Smith has an existing record in Ometria, but she has changed her name and her title since the last time her data was uploaded, and her 'id' has been left blank.

The following fields have changed:

  • id - left blank ('empty')
  • prefix - from 'Miss' to 'Ms'
  • lastname - from 'Smith' to 'Smith-Jones'

Where 'Only overwrite fields where a non-empty cell is provided' was selected, all of Jane's data has been updated, except 'id', as that cell was empty.

Where 'Only overwrite fields where a non-empty cell is provided' was not selected, all of Jane's data has been updated, including 'id', which is now blank in the Ometria record. 

Subscription mode

Select a subscription method:

OptionDescription
Soft subscribedSelect to subscribe contacts unless they have unsubscribed already.
Force subscribedSelect to subscribe contacts even if they have already unsubscribed.
Force unsubscribeSelect to unsubscribe contacts.
UnchangedSelect to leave contacts' subscription statuses unchanged. 

Note: The method you select applies to all contacts in your CSV file once you upload.


Data protection information

Before you can upload your CSV file, you must select both of the following checkboxes to confirm that:

  • The list you are uploading was not purchased, rented, appended or provided by a third part, and;
  • the contacts you are uploading are expecting to hear from you.

Once you have confirmed, you can click UPLOAD to begin uploading your CSV file.


Note: Be aware that it can take up to 24 hours to upload a CSV file.


Example CSV file

Click the attachment below to download an example CSV file will all headers and four rows of data: