"Import profiles" node

This node allows you to initiate an import of profiles to Synerise. The node doesn’t require any further configuration - it contains a list of required parameters a file must contain to be imported.

Requirements


The file must contain one of the following columns (case sensitive):

  • uuid
  • email
  • customId
  • clientId

If you want to import customer tags, name the column tags and include tags as a string, separated by commas.

Important: When including the list of tags (or any other list as a string), the quotation mark must be "

Example:

firstName,lastName,email,tags
Dwight,Addams,dwight.addams@test.com,"tag1,tag2"
Martin,Smith,martin.smith@test.com,"tag1,tag2"
Kurt,Doe,kurt.doe@test.com,"tag1,tag2"

Node configuration


No configuration is required. However, this node must be preceded by one of the following nodes:

Example of use


You can combine the Local File node with the Import profiles node to import a file with customer data.

The file used in this example

firstName,lastName,email
Dwight,Addams,dwight.addams@test.com
Martin,Smith,martin.smith@test.com
Kurt,Doe,kurt.doe@test.com

Example of use
Single import of customers to Synerise
  1. Start the workflow with the Scheduled Run node.
  2. In the configuration of the node:
    1. Set the Run trigger to one time.
    2. Select the Immediately tab.
    3. Click Apply.
  3. Add the Local file node.
  4. In the configuration of the node:
    1. Upload the file with customers.
    2. Click Apply.
  5. Add the Import profiles node.
  6. Add the End node.
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