Import Profiles to Apsis One from File
Import Profiles from file in Audience. Using the file import wizard, you can add new Profiles or update existing ones. Watch video or follow instructions below.
In this Article
Import Profiles - Add or Update
1. Go to Audience and click Add a new Profile to find all import options.
2. Select to import From File.
3. Choose Add and Update.
File to import
4. Select file from your computer. We support CSV and XLS/XLSX files up to 50MB.
Prepare file
Prepare in beforehand a file with your Profile data:
Email addresses must be included
Consent - make sure you have consent from all Profiles you add to a Subscription
First row describing the data of each column.
Format: CSV or XLS/XLSX
Size: up to 50 MB
The format of the values for Attributes in your file must be correct in order for the system to recognize the data. Read more about Supported Data Formats.
5. Click Next after choosing your file.
Unique ID & Consents
6. Choose the Unique ID for the Profiles in the file. The Unique ID is what makes the Profiles unique and is used by the system to identify the Profile.
Choose between email, mobile or CRM ID in the dropdown.
7. Now, select Subscription you want to place the Profiles consents in. One Subscription can hold both email and SMS channel consents.
If you don't want to update consents for the Profiles in the file tick the Don't subscribe or update Subscriptions box and proceed the the next step.
Choose Subscriptions for each Channel the Profiles in the file have provided consent to.
If the Profiles in the file has only given consent to email channel, choose Subscription in the Email Subscriptions dropdown only.
If the Profiles in the file has given consent to both email and SMS channel, select Subscriptions for both channels.
Re-subscribe Profiles?
If you intend to add Profiles to a Subscription, you must have their consent for those communication channels.
If you don't have their consent, or your file contains Profiles who have opted-out, do not tick the "Re-subscribe Profiles who have opted out from Subscription" box.
However, if your file contains Profiles who have unsubscribed from the Subscription, but you have their permission to re-subscribe them, tick the box.
8. Click Next to finalize your choices. The profiles will be subscribed to the chosen channels and Subscriptions.
Mapping
Mapp each file column to the right Unique Identifier and to the right Attributes.
9. Map Unique Identifier. Select file column (drop-down) that contains the Profile data serving as Unique Identifier.
For example, if email is selected as Unique identifier it should be mapped to the email column in the file.
10. Map Consent address. This is usually auto-mapped and reflects the Unique Identifier. Map to an Attribute.
11. Attribute mapping. Map each column of the file you want to import, to an Attribute.
Click Next.
File Import Options
Tags are internal markers that can be manually applied to Profiles. While importing a file you have the option to tag the Profiles you import so that later you can locate them easily.
Tag all Profiles
Tag all Profiles in the file as they are imported (optional).
12. Choose a Tag from the dropdown or create a new one.
Create new tag by typing in the tag name and click Enter.
Advanced Tagging - Tag all Profiles with Values from a Column
13. You can choose a column from your file that contains one or more values that can be imported as tags.
Note: You must choose a column that contains the tags you want to add to the Profiles - not Profile Attributes. The values must not be unique to each Profile.
To tag Profiles with multiple values, separate values with commas. To choose multiple columns, click Add more columns and repeat the process described above.
Profile Update Options
14. If you leave both options blank only new Profiles in the file import will be created.
Update Profile Data
15. Tick this box if you want the imported data to overwrite data on existing Profiles.
This will only affect the existing information, so if the file contains data that the existing Profile doesn't, it will be added to the Profile.
Reset Profile Attributes
16. Only use this option if you want empty fields in the file to clear existing data in Audience.
If your file contains empty fields that match current Profile data the Attribute in the Profile will be cleared and become empty.
Skip this checkbox if you don't want empty fields to clear data.
Overview
Review your file import one last time. If you need to modify anything, track back to any step on the left side navigation. Once you click Import, the changes cannot be undone.
17. When you're ready, click Import.
Note: Make sure the import is completed before using the Profile data in any activities.
File Import Report
Take a look at the File Import Report to learn more about the results of your import!
What's next