Adding/Updating People via CSV

You can import a CSV to add new people, update existing people, or both.

Import people from a CSV file

Before you import people, make sure that your CSV file is ready to import. It must contain a column that maps to id or email. If you want to import a Google sheet, you must share your sheet with cio_share@customer.io.

  1. Go to either People > Add People and click Import a CSV.

  2. Select the file you want to import. If your CSV does not validate, it may not meet our CSV requirements.

  3. Set up your import and then click Next.
    • Set a Name and Description for your import, helping you identify your CSV on the Imports page.
    • Select whether add new people or not.
    • Select whether to update existing people or not. If you update existing people, determine whether to update people by id, email, or cio_id. Use cio_id if you want to update people’s id or email values.
    • Determine how to handle empty values—ignore them or nullify existing attribute values.
    CSV import settings
    CSV import settings

  4. Map fields from your CSV to attributes in Customer.io and click Next.

    You must map id or email attributes to a column if your sheet did not include columns labeled id or email; all other columns are optional.

     Creating new attributes

    If you import a column, but you don’t map it to an existing attribute, we create a new attribute using the column title.
    map_fields.png
    map_fields.png

  5. Review your import for errors and warnings.
    • Check out our section about import for errors and warnings for help reviewing your CSV.
    • (Optional) Click Preview Import to download a CSV file that reflects your final import, including all data mappings, skipped attributes, etc. Make sure that your import is correct. You cannot stop the import process after you click Import.
    • (Optional) Add people to a new or existing Manual SegmentA segment of people you maintain manually. You must explicitly add people to, or remove people from, the segment..

     Each row in your CSV can trigger a campaign

    Customer.io processes imports row-by-row. Segment-triggered campaigns may fire as we create new people or change attributes, so review your import carefully!

  6. Click Complete import to begin importing people. The import process takes approximately one minute per 20-30 thousand rows. You can navigate away from the page, and we will send you an email when your import is complete.

Go to Data & Activity > Imports to revisit this import or see your previous imports.

Map CSV headers to attributes

When you import a CSV, you match the headers in your CSV to attributes for people in Customer.io, at least one of which represents the identifier for the people you want to update (ID or email). If your column names match attributes in Customer.io, we try to map them automatically. Otherwise, you can re-map columns in your attribute to existing attributes or create new attributes.

We sample the first three rows of your data for each column, helping you understand the data that you’re mapping to each attribute. Use Import as: to select the attribute that you want to map a column to. If you do not want to import the values in a column, select Skip.

map_fields.png
map_fields.png

Customer.io has some reserved attributes: id, email, created_at, and unsubscribed: these attributes have a defined purpose in Customer.io and expect certain types of values. But, you can create your own attributes for similar, non-reserved purposes. For example, if you want to import a column representing an email address, but you don’t want to map that to the reserved Customer.io email attribute, you can change the column name and import it as a different attribute. You cannot have multiple columns called email, nor can an email cell contain multiple values.

 Mapping warnings

You may see some warnings when mapping attributes. These generally represent best practices and recommendations, and are not issues that you need to fix. For example, we may recommend that you remove spaces from your column names because spaces in attributes can make things difficult when using Liquid in your messages.

Review import errors and warnings

On the Review step when you import a CSV file, we validate your import, returning errors and warnings for rows in your CSV file. Rows with errors will not be imported.

Depending on the size of your CSV file, it may take a moment for us to validate your import.

image.png
image.png

If there are no errors or warnings, you can continue importing your file as normal. If not, you may want to correct issues in your your CSV file to make sure that you import everybody in your CSV.

  • Errors: issues that prevent us from importing a row. Example: *The row is missing a value in the id column._
  • Warnings: issues that do not prevent us from importing a row, but you may want to note to make sure that your data is well formed. You probably don’t need to fix issues resulting in warnings. Example: The same email address is used for multiple ids and will create multiple people.

In Import Details, you can click ERRORS or WARNINGS to download a CSV file containing either errors or warnings. Each file contains the rows from your original CSV file that resulted in errors or warnings respectively, including 2 new columns:

  • _row: contains the row number from your original file that contained an error or warning.
  • _errors or _warnings: lists errors/warnings for a row.

 Re-import your error CSV

You can import users directly from an error or warning CSV file after you correct errors and remove the “_row” and “_errors” or “_warnings” columns.

CSV Requirements

You can upload a CSV directly to Customer. io, or link us to a Google Sheet. Take a look at an example CSV. Each row in your CSV represents a person you want to add to, or update in, your workspace, and each column represents an attribute that you want to assign to that person.

Your file must:

  • be in CSV format OR a Google Sheet
  • not exceed 100MB in size
  • not contain more than 100 columns
  • contain at least one column that maps to an identifierThe attributes you use to add, modify, and target people. Each unique identifier value represents an individual person in your workspace. in your workspace—id, email, or cio_id (when updating people). This requirement changes based on the identifiers used in your workspace and whether you want to add or update people. See the section below for more information.
  • Google Sheets be shared with cio_share@customer.io. (You can also make your sheet public, but we strongly discourage the use of public sheets for security reasons).

 Nobody outside of Customer.io has access to cio_share@customer.io

Identifiers and Required Columns in your CSV

Your CSV generally needs to include at least one . However, the identifier(s) your sheet can include depend on whether you want to add or update people and your workspace settings—whether you identify people by id, email, or both.

For Email and ID workspaces, your CSV must include at least one of id or email but may include both.

  • When you update people: if a person does not already have an id or an email attribute, your CSV can update these values for that person. For example, if you add a person by email and then want to assign an id later, you can do that. If ID or email values are not empty, you cannot change them unless you identify people by cio_id. Attempting to change identifiers without using cio_id results in a Failed Attribute Change error.

For ID only (classic) workspaces:

  • When you add people: your sheet must include an id column (or a column that you map to id).
  • When you update peopple: you can update people by email (without an id column). But, if multiple people in your workspace have the same email address, the row produces an error; in this case, we don’t know which person you want to update.

 Use cio_id to update people’s identifiers

If you want to update a person’s email or ID, you must identify them by cio_id—an identifier assigned by Customer.io. See the section below for more information.
Workspace type Add Update Required in CSV Notes
ID-only/Classic id
id or email email is not a unique identifier. If you update by email, and multiple people have the same email address, the row produces an error.
id
email or ID at least one of id or email
at least one of id or email Your request cannot change existing id or email values
at least one of id or email Your request cannot change existing id or email values

 There are other reserved attributes

See our Attributes page for a description of attributes with specific uses in Customer.io.

Updating people identifiers (email or ID)

If you want to update a person’s email or ID, and those IdentifiersThe attributes you use to add, modify, and target people. Each unique identifier value represents an individual person in your workspace. are already set, your sheet must identify people by their cio_idAn identifier for a person that is automatically generated by Customer.io and cannot be changed. This identifier provides a complete, unbroken record of a person across changes to their other identifiers (id, email, etc).. Otherwise, trying to change a person’s email or ID value (after it was already set) results in an Failed Attribute Change error. You can find people’s cio_id values by performing an export, or on the People page.

When you import people, select the option to Update people, and use cio_id as the identifier. Identifying people by their canonical, CIO ID lets you change their other identifiers.

You cannot add people when you identify people by cio_id; this value is reserved and assigned by Customer.io automatically when you add someone using an email or ID.

Update people's identifiers
Update people's identifiers

Export files from an import

You can export files that you uploaded, or were otherwise generated as a part of the upload process (like errors and warnings), for up to 30 days after your import. After 30 days, these files expire and are no longer available to download.

Copied to clipboard!