Questions about imports
- Mapping – the part of the import process where you configure how to import each column from your file. This process tells the Synerise platform about the relationships between the fields in your file with the fields in our database. Thanks to this, you don't need to change the field names in your own database.
- Template - Jinja expressions to combine several columns and/or mix them with strings, math operations, and so on.
Yes. If you find out that your source file doesn't have all the necessary data while mapping, you can add a column with a tag, plain text, or currency in case of transactional imports, or even create a new column by using templates to combine columns you already have in your file. You can find more information here.
Yes. If an imported customer already exists in Synerise, their data will be updated - new attributes will be added, existing ones will be changed.
Yes - a customer who already exists in CRM will be updated, and a new customer will be created.
No. When you import transactions, you have to separate the files for transactions with each currency and prepare a separate import for each file. The currency has to be added while mapping with the “add column” function.
In Synerise, if you want to import an attribute and treat it as a date, it must be in the YYYY-MM-DD format. If you have a different date format in the file, you can transform it while mapping.
Yes, if you want to map a column with an attribute that doesn't exist in your Business Profile yet, you can add a new attribute while mapping. You can find more information about CRM imports here.
Yes, the same column can be imported as different attributes - simply map it several times.
The file needed for data mapping should be a representative sample of the data you intend to import. Take up to 50 rows from the final file.
Yes, if you want to merge separate columns from your file you can use templates - Jinja expressions to combine several columns and/or mix them with strings, math operations and so on. Depending on your expression complexity, to obtain a desired result, you may need some programing skills. If you have trouble with merging columns, contact your Synerise representative.
The time needed to import data depends on the size of the file. You can check the status of your import in the progress bar.
To import marketing agreements such as email, sms or push, your fields must have one of the following formats: 0/1, true/false, True/False, TRUE/FALSE. If you use different values, you can use templates to transform them.
Yes. If you're importing data from an FTP server, go to
Settings → Import - this is the place where you will find all your imports and this is where you can switch an import off or on.
You must use one of the file types supported by the application:
- Comma-separated file (CSV or txt),
- XML (used only for a product feed).
No. When you save the mapping it cannot be changed, you need to prepare a new mapping.
No. Each import must have a unique name.
The column names shouldn't contain spaces or any special characters (only basic letters, digits, hyphens, and underscores) - this is especially important if you want to use templates.