Upload data with CSV files

  1. Navigate to your data center dashboard and then open the Data integration tab page.
  2. Choose Connect to a data source and then Import CSV file.
  3. Choose whether you want to import the data as:
    • Interactions
    • Contacts
  4. To select the CSV file you want to import, click Select a CSV file....

    IMPORTANT: The data in the CSV file needs to be formatted according to specific requirements. For more information, see CSV files format.

    To review an example of valid CSV data, download the Sample CSV data file. The ZIP file contains both contacts and sentences sample data.

  5. Click Continue.
  6. If you have selected to import Interactions data, you need to choose one of the following options:
    • Time of data import
    • Specific date and time

      NOTE: All interactions are marked with the same timestamp. Keep in mind that you need to set your local time zone.

  7. Choose a label for the data. The label helps you easily filter or delete data imported from this CSV file. Create a new label or select from labels you already used.

    IMPORTANT: When importing a file with contact data and another file with the interactions of these contacts, the label that you set during the imports of the two files must be the same.

  8. To finalize the import process, click Import data from the uploaded file.

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