Overview

With the Profile Uploads feature, you can do the following:

• Upload new user profiles on the CleverTap dashboard in bulk by uploading a CSV file with a list of user profiles.
• Add or update information for existing user profiles.

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Private Beta Release

This feature is currently released in private Beta.

Upload Profiles

To upload profiles to the CleverTap dashboard:

1. Log in to your CleverTap account and navigate to Settings > CSV Uploads.
2. Click + Upload.

3. Drag and drop the .csv file or click Browse to upload the required file.

4. Enter the upload Name and click Save & Upload to upload the file. We recommend keeping the upload Name unique, as it will help you identify your upload easily.

The file upload Status changes to Start Mapping at this point.

5. Click Map. You have the following two options to map your uploaded user profiles to data types and user properties:
   • Manually map file: Select this option to manually define the Data Type and User Property for all the columns in your uploaded CSV file.

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Missing User Property

If you cannot find the User Property for a particular column of your file, you can leave it undefined. CleverTap creates that user property on your dashboard at the time of file processing.

• Upload manifest file: Select this option if you have a manifest file that maps your user profiles to data types and user profiles on the CleverTap dashboard. You can drag and drop the file directly or browse the file location on your local system.

6. Click Process File. You are navigated back to the Profile Upload page, and the status of the file upload changes to Processing. It may take up to five minutes for the file to upload.

File Format

This section provides information about the sample .csv and manifest file formats.

CSV File Format

This file contains all the user profiles you may want to add or update on the CleverTap dashboard. You can only upload a CSV file with a size of up to 1 GB. Download the sample CSV file. The following is the sample CSV file:

identity
[identity](doc:concepts-user-profiles) is a mandatory field. However, if you want to make profile updates using the CleverTap ID, you can use the objectId in place of identity. The following is the sample format for the CSV file using objectId:

Manifest File Format

This file maps the details of your user profiles to CleverTap profiles. The file name format for the manifest file is anyfilename.manifest. Every manifest file must have a unique name. The following keys are mandatory in a manifest file:

The following is a sample manifest file for profiles:

{
	"columns": {
		"identity": {
			"ctName": "identity",
			"dataType": "STRING"
		},
		"id_name": {
			"ctName": "Name",
			"dataType": "STRING"
		},
		"id_email": {
			"ctName": "Email",
			"dataType": "STRING"
		},
		"id_phone": {
			"ctName": "Phone",
			"dataType": "STRING"
		},
		"id_gender": {
			"ctName": "Gender",
			"dataType": "STRING"
		},
		"Employment Status": {
			"ctName": "empStatus",
			"dataType": "STRING"
		},
		"Education status": {
			"ctName": "education_status",
			"dataType": "STRING"
		},
		"Wallet Balance": {
			"ctName": "Wallet bBalance",
			"dataType": "INTEGER"
		},
		"DOB": {
			"ctName": "DOB",
			"dataType": "STRING"
		},
		"MSG-SMS": {
			"ctName": "MSG-sms",
			"dataType": "BOOLEAN"
		}
	}
}

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Field Mapping in Manifest File

If a column is not mapped to a CleverTap property name, the data is processed with the column name as the property name.

FAQs

Q. What is the maximum file size for upload?

A. You can upload a maximum of 1 GB for each data file.

Q. What are the mandatory columns in the Profile Files?

A. identity or Object ID is the mandatory field for adding or updating any user profile on the CleverTap dashboard.

Q. Can multiple CSV files be uploaded simultaneously?

A. You can upload multiple CSV files simultaneously, even when existing files are currently processing.

Q. Does CleverTap support uploading data with columns of data type Date?

A. Columns of data type Date are uploaded to CleverTap as String. CleverTap is working on this enhancement and will soon make it available.

Why is there a mismatch in the number of records included in the file and uploaded to CleverTap?

A. This mismatch occurs when a few rows may not have been processed due to some error. In such cases, the total number of rows in a file = Number of rows in Error + Number of rows Processed.

What if the user skips the mapping step at the time of file upload?

A. The user can skip mapping the columns at the time of file upload. They can go back to the Profile Upload page and map the columns later.

What are the different file upload statuses?

A. The following are different file upload statuses: