Overview

Using CleverTap’s APIs and SFTP Import, you can import important historical data that you have collected in your internal systems or from other analytical/engagement tools you might have been using previously.

Upload User Profiles

First, you must send information about your customers to CleverTap, i.e., their profile information, name, age, email ID, and any other custom tags you might have assigned a user. For more information, refer to Upload User Profiles API and SFTP Import.

Upload Events

Once user profiles have been uploaded into CleverTap, you can add events to these profiles, i.e., past transactions or important actions that a user might have performed. To know more about this, refer to Upload User Events and Events SFTP Import.

Key Points to Remember

• Always upload a sample data set in your Test Account to ensure that data is consistent. After the information is accepted by your production account, you can never alter or delete it. Your test account, on the other hand, can be reset.
• First, upload profiles and then upload events against those profiles.
• While uploading events, ensure you upload the oldest information to the latest.
• Only data with a timestamp that occurred in the last 365 days will show up in the CleverTap Dashboard.