Data Import
Data Import is the process of uploading structured data into Reach using CSV/XLSX/TXT files or an API. This data becomes the foundation for sending targeted communications across channels - SMS, Email, RCS, WhatsApp, Voice, and other.
Data import helps you:
Store customer details in a centralized system
Personalize messages using customer-specific information
Create accurate audience segments
Options available to enable users to import customer data seamlessly from various sources:
1. File upload
Go to Data Management > Import > Data Import
In the File Upload tab:
Select the file format (CSV/XLSX/TXT). For CSV files, select the delimiter (Comma, Tab, Semicolon, Pipe)
Select Choose File and select the file to upload. After uploading, Reach displays a preview of the records.
Verify the displayed data and click Submit Data to complete the import.
The platform stores the uploaded data in its default data source.
The imported data will then be available for segmentation and campaign execution.
To select a column to use in the report, use "Advance Option". Select the column and save.
Similarly, upload the consent, exclusion list, and the dynamic attachment files.
While uploading:
the consent, make sure the file includes the Audience ID and Country Code.
a dynamic attachment, make sure the File path and Customer ID are included.
an execution list, make sure the file includes the Campaign_Category column.
2. Schedule Import Setting
The Schedule Import Setting allows you to set up recurring data imports to keep your records up to date. Use this option when your data changes regularly and needs to stay in sync without manual effort.
For any data type (Contact Data, Transactional Data, Preference Data, or Consent Management), existing records remain unchanged. Only new records from the imported file are added to the existing table. This approach prevents data duplication and maintains data integrity.
Select Data Type and Manage Tables
To view records in an existing table, click View Tables and select a table from the displayed list. As you select, the records in it are displayed. If any of the displayed column(s) contain Personally Identifiable Information (PII), select the "is PII" option for those columns.
You can add new tables too. To add, click Add New Table and:
Enter a unique table name, and
Define the table headers. Add headers in either way:
If they are readily available, select Upload Headers and upload the file.
Else, select Add Headers option and add the table headers manually. Use Add to add more headers.
By default, each newly added header is marked as a Primary Key. Ensure you select the correct primary key for faster data retrieval. If any field(s) contains PII, enable Is PII option.
Then, click Next to move to the next step.
Schedule the import
Select the date and time to start the file import and choose the import frequency.
If required, enable the following options:
Receive updates when duplicate primary keys are detected
Import only files that contain headers
Skip mandatory fields that contain blank values
Finally, click Save to save your schedule import settings.
After saving, the scheduled import runs automatically and keeps your data consistently updated.
3. APIs for real-time communications
This helps you to import the uploaded client data using an API.
A sample API request with the API method, end-point URL, a sample request and responses are available for your reference.
To use this reference request, use Copy To Clipboard option.
To view the data uploaded, click here.