Introduction to imports

You can import data you have acquired in external platforms. The scope of import types covers: customers, product feed, transactional data, promotions, vouchers, and custom events. The process of importing data is slightly different for every type of import.

To import data to Synerise, make sure you:

  1. Prepare a file with data.
  2. Have an API key which allows you for this kind of activity.
  3. Learn about the import methods.

Synerise enables a backend synchronization of customers through API. This allows you to import and update customers based on the unique identifier which can be an email or a custom ID (such as unique number in your database).

Business benefits


  • The possibility to use AI module, prepare recommendations and adjust communication content and content on your website to customer preferences.
  • Extending the amount of data to gain even broader perspective.
  • Enlarging your customer database you gain in the external sources.
  • Importing information about past and current promotions.
  • Enriching your marketing activities with vouchers.

Requirements


  • You need to have permissions to import the data.
  • Make sure that the API key allows for this kind of activity.

Procedures


The initial part of the process is the same for all import types.

  1. Prepare a file with data.
  2. Make sure that the API key allows for this kind of activity.
  3. Make sure your user permissions grants you access to import section in the application.
  4. To begin an import, go to Settings > Imports.
  5. Choose a type of import:
  6. Choose an import method.
  7. Further procedure varies due to the character of the import.

When you complete the import, you can check the import status in the Progress tab (click the import on the list of imports and choose the Progress tab). An import itself consists of 2 stages and the status of each stage is represented by a progress bar. Below, you can find three status scenarios your import can end up with.

  • An import completed successfully. It means the data you have just imported is available in the application.

    Image presents a progress bar for an import that is completed successfully
  • An import completed partially. It means that only a part of the imported data is available in the application.

    Image presents a progress bar for an import that is partially completed
  • An import completed with errors. The imported data is not available in the application. You need to detect the cause of the errors and repeat the process again.

    Image presents a progress bar for an import that is not completed successfully

If your import failed, you can check the error logs by clicking the Error List (CSV) button when you hover the cursor over the progress bar of the import.

Important: The error log in the file concerns only the first stage of the import. In the case when errors occur, you need to verify your import and correct it in the Synerise application.

Possible issues


  • Wrong type of data - You may encounter errors when you provide a certain type of data in the field that doesn’t accept this data type. For example, an error occurs if you try to import a string to a field where you need to enter a number. Another common example is importing random data type to a field that accepts a boolean value (which accepts only true/false or 0/1).
  • List - An error occurs if you try to import a string or a number to a field that accepts a list of elements. If you intend to import just one value, it should be provided as a one-item list.
  • Wrong format - Your data contains errors such as a wrong format of an email, phone number, currency or date/time.
  • Empty identifier - When you want to update or assign data to a customer or transaction, you should provide an identifier.
  • Wrong identifier - The data associated to a wrong identifier will not be imported and an error will occur.

You can check all information about the data format in the API documentation or check the list of the common issues concerning imports here.

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