The CSV file uploader is useful if you need to import a large customer base to your account. When uploading the file, you will be asked to map the CSV columns with default Retently properties, or create custom properties, that you will be able to use to segment your NPS campaigns’ audience.
Follow this tutorial to learn how to upload a CSV file.
NOTE: If you are accustomed to uploading your CSV file using the old version of this page (known as Legacy), you can access it here.
One thing to keep in mind is that the legacy version lacks some major options such as:
- Customer properties (except tags)
- Duplicate customers’ property management
- Option to manage deleted customers
On the Customers page, click on the Add customers button. You will be redirected to an inner page with all the options you can use to add customers to Retently. Find the CSV import option and click on the Upload CSV button.
You can either drag a file from your computer and drop it in the upload designated area, or simply hit the Click to upload button to choose the file from your computer. Only .csv format files are accepted. If you have your customers stored in a .xls file, open it in Microsoft Excel or Google Spreadsheets and export it as a CSV file. Make sure that the CSV file contains at least one email address.
On average, it takes about five minutes to upload and process a list with 1,000 rows. Therefore, if you're uploading a larger file, keep in mind that it will take a while until your customers are imported to your account and are ready to be surveyed.
Once the file is successfully uploaded, you will be asked to map the data columns (on the left) to Retently properties (on the right).
You can select one of the default properties:
- Full name
- First + last name
- Last + first name
- Company industry
- Job title
- Zip code
- Time zone
- Phone number
- Skip property
- Custom property
There are three properties that we have to discuss in detail:
- Tags: You can map multiple columns as tags. All the data stored in the column’s cells will be applied as customer tags, that you will be able to use to segment them in campaigns or filter NPS data. The cell can contain either a single keyword, or you can have an array of keywords, delimited by commas (each word will be applied as an individual tag to the customer).
- Skip property: By default, the majority of your CSV columns will be mapped with this option. This means that no data from this column will be processed and imported/updated along with your customers. Feel free to use it if you want to skip one or more columns.
- Custom property: If you can’t find a property that fits your needs, you can easily create a new, custom one. When selecting this option, you will be prompted a popup window asking you to give a name to the new property, and choose its type (text, number, date, or collection, which is recommended for an array of keywords). Once created, the property will store the data from the columns that it was mapped to, and you can use it to segment your audience in the campaigns. The next time you upload a CSV file, you will be able to select this property again.
After you have mapped all the data, click Next to proceed with the last step.
Here, you can decide how to manage duplicate records. A duplicate customer record is an email address previously imported to Retently and also present in the recently uploaded CSV file.
There are two types of duplicate customers’ data that you can manage:
1. Customer properties - If a customer in Retently already has some data in a specific property, for instance, “Country”, and in the current CSV file the customer has another country listed in this column, you can tell Retently to perform one of the following actions:
- Skip update: Our system will ignore this property for duplicate customers, and they will stay in Retently with the old data.
- Overwrite with data from CSV: Their data in the property will be updated to match the CSV file.
2. Customer tags - If a customer already has one or more tags in Retently, and you have new keywords in the current CSV file, you can tell Retently to perform one of the following actions:
- Skip update: Our system will ignore the Tags property and will leave it unchanged.
- Overwrite with data from CSV: The customer’s tags will be overwritten to match the CSV file.
- Append new tags to existing ones: The customer’s old tags will be preserved, and only the new ones will be added.
There are also a couple of additional settings:
1. Customer has been deleted in Retently - If you think that the current CSV file may contain records of customers that you already had in Retently but deleted in the meantime, you can choose to:
- Do not re-add customer: The customer will be ignored and will not be added to your account.
- Re-add customer after the sync: Our system will re-add the customer with the new data available in the CSV file.
2. Add tags to imported customers - You can create new tags or choose from your list of existing customer tags to apply to all the customers that will be processed from the current CSV file.
Finally, confirm that the customers that you are about to import are legit and click the Import button.
The customers will start to appear in your account shortly. Although, if the list is large, it may take a while until all of them are imported.