When importing Profiles to CDP, do I need to pay attention to anything?
Import with Excel file
When importing Profiles using Excel file, user should note the following requirements:
- The uploaded file only allows the xlsx format.
- The first line should be the name of the information field.
- Each column must be formatted correctly (e.g., if the format is Text, the whole column must be set to Text).
- Each cell has 1 value (e.g. 1 cell cannot fill in 2 emails, 2 phone numbers).
- For the date of birth field, it is necessary to create the correct format dd/mm/yyyy on the file.
- The following cases will not record phone numbers: Phone numbers with spaces
- The system is currently receiving and processing xlsx import files. Users can convert CSV files to xlsx files to import into the system.
- If the imported excel file contains many sheets, users need to divide the sheets into separate excel files and import them into Mobio.
- The system allows uploads with a maximum capacity of 60MB.
* Please refer to the sample import file in the following link: See import file template
Import by Copy & Paste Data
When, importing Profiles by pasting data, user should note the following requirements:
- If typing is done manually, the fields need to be spaced apart by the Tab key.
- To begin a new line, and enter information for the next profile, users press the Enter key.
- In addition to manually typing information, users can copy and paste data from another list to the system.
- Users should only create 1000 Profiles or less when using this feature.
- The phone number of the profile can be recorded with cases where the prefix contains +84, 84, 0 or the prefix is missing the number 0 (e.g. +84912345678, 84912345678, 0912345678, 912345678).