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On this page
  • Overview
  • How to Import a Segment
  • CSV Import – Guidelines & Rules

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  1. Products
  2. CRM Automation
  3. Segmentation

Imported Segments

Last updated 12 days ago

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Overview

Segments can be also imported as CSV file. Imported segments are used when you have a very specific audience you can’t really group per some criteria. They are not that flexible as they remain exactly the same as you uploaded them.

How to Import a Segment

To create an imported segment navigate to the Segments section, click on the "Create" button, and select the "Import Segment" option:

Once clicked It will open a window where you'll have to add a name for the segment and upload the already prepared CSV file. Please note that there is a special formatting required for the data in order for the import to be successful. You can also download a template of the CSV file.

Depending on a Label setting in the CSV file, you must have one or two mandatory columns - the user_ext_id and core_sm_brand_id. In most cases the only mandatory column is user_ext_id.

user_ext_id - is the user's external ID (without the brand indication in the beginning):

core_sm_brand_id - is the brand ID for the brand of which the given user belongs. You can find this number in the user profile, the number standing before the user's external ID. In the example case is 31.

Once prepared the CSV file should look like this:

After adding the file, a quick check will identify any errors in the uploaded user data. Once the check is completed, you can proceed with the import by clicking '"Continue".

Once you click "Continue", the file validation process will begin. During this phase, you can decide whether to proceed with the import or stop the process.

If you choose to proceed with importing the CSV file, the import process will begin, and the segment will be created. However, it will remain in the 'Importing' status until all users are successfully imported.

You can check the Import status inside the segment as well.

After the import is complete, you can view the successfully imported users under the 'Imported Users' tab. Any users who do not match existing usernames in the system will also be displayed under the 'Imported Users' tab.

CSV Import – Guidelines & Rules

When creating a CSV Segment, please follow these important rules and behaviors to ensure a successful upload:

✅ File Requirements

  • The file must be in plain text CSV format (comma-separated).

  • Do not use quotation marks in any fields.

  • Each property in the file must match a supported data type (see below).

📊 Supported Data Types

Data Type
Description

string

Text values

numeric

Numbers only

enum

Numeric enumeration values

boolean

Use true/false or 1/0

date

  1. Different date formats are supported such as:

  • YYYY-MM-DD → 2024-03-25

  • YYYY-MM-DD h:m:s → 2024-03-25 22:22:32

  • MM-DD-YYYY → 03-25-2024

  • MM-DD-YYYY h:m:s → 03-25-2024 22:22:53

multicurrency

Numeric values representing multi-currency fields

referenced value

Numeric values referencing predefined lists or values

Supported date formats:

Date format
Example

YYYY-MM-DD

2024-03-25

YYYY-MM-DD h:m:s

2024-03-25 22:22:32

YYYY-MM-DD h:m

2024-03-25 22:22

h:m:s YYYY-MM-DD

22:22:32 2024-03-25

h:m YYYY-MM-DD

22:22 2024-03-25

MM-DD-YYYY

03-25-2024

MM-DD-YYYY h:m:s

03-25-2024 22:22:53

MM-DD-YYYY h:m

03-25-2024 22:22

h:m:s MM-DD-YYYY

22:22:65 03-25-2024

h:m MM-DD-YYYY

22:22 03-25-2024

YYYY/MM/DD

2024/03/25

YYYY/MM/DD h:m:s

2024/03/25 22:22:32

YYYY/MM/DD h:m

2024/03/25 22:22

h:m:s YYYY/MM/DD

22:22:32 2024/03/25

h:m YYYY/MM/DD

22:22 2024/03/25

MM/DD/YYYY

03/25/2024

MM/DD/YYYY h:m:s

03/25/2024 22:22:22

MM/DD/YYYY h:m

03/25/2024 22:22

h:m:s MM/DD/YYYY

22:22:22 03/25/2024

h:m MM/DD/YYYY

22:22 03/25/2024

YYYY.MM.DD

2024.03.25

YYYY.MM.DD h:m:s

2024.03.25 22:22:22

YYYY.MM.DD h:m

2024.03.25 22:22

h:m:s YYYY.MM.DD

22:22:22 2024.03.25

h:m YYYY.MM.DD

22:22 2024.03.25

MM.DD.YYYY

03.25.2024

MM.DD.YYYY h:m:s

03.25.2024 22:22:22

MM.DD.YYYY h:m

03.25.2024 22:22

h:m:s MM.DD.YYYY

22:22:22 03.25.2024

h:m MM.DD.YYYY

22:22 03.25.2024

⚙️ Upload & Validation Process

  1. Initial Validation:

    • The system checks only the first 20 users in the CSV file.

    • If there’s an incorrect value in these rows, an error will specify the problematic column.

  1. Full Import:

  • If invalid values are found after the first 20 users, those specific rows will be skipped and there is a message with the number of the skipped users.

🚫 Unsupported Properties

  • Some user properties cannot be updated via CSV import.

  • These will appear greyed out in the UI and will be skipped automatically during the upload.

*below you can find the full list with supported date formats 2. Timestamp in milliseconds (e.g. 1704147742000). Use an to convert dates

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