Import custom events

You can use the Synerise Data Import feature to import custom events of your customers. You can upload any custom events to Synerise, such as cart status, adding product to wishlist or any offline events. Example of offline event can be contact with customer support call center. Import events that signify customer’s contact with your call center, in order to have them historically assigned to customers and include them in your marketing efforts. Once imported, our platform empowers you to gain valuable insights from these custom events, enabling data-driven decision-making and personalized customer experiences.

In this use case, you will import custom event data (support.contact) of customers who contacted your customer support. You will use a .csv file with these data and you will import them with the Simple Import feature.

Prerequisites

Add custom event and its parameters to save data to customers’ profiles when they perform an activity. In this particular use case:

• support.contact.

Process

In this use case, you will go through the following steps:

1. Create a .csv file with data about custom event to import to Synerise. You can use our example file, which can be downloaded using the Get Sample File button while uploading the file. The sample file shows the recommended column names and the recommended formatting of the values in those columns.
2. Import the file.

Create a .csv file

In this part of the process, prepare a .csv file that contains one of the following profile identifiers: (the list contains recommended column names, if you use different names you will be able to map data during the process): - email, - uuid, - clientID, - or customID. This is a required column, the rest is optional, should contain the custom event’s parameters.

.csv files must be UTF-8 encoded, spaces, and special characters in the column headers are not allowed. Check [tips for preparing a CSV file].

Example CSV file might look like this:

email,contactPurpose,duration,resolved
johndoe@example.com,complaint,200s,true
jnowak@example.com,ordercancellation,320s,false
jperez@example.com,complaint,150s,false

Import the file

In this part of the process, you will upload a file from your device.

1. Go to Data Management > Data import> New import.
2. As the data type for import, select Custom events.

Select the file for import

1. As the import method, to import a single .csv file to Synerise, select Import a local file.
2. To upload the .csv file you created in the previous step, click + Upload file or drag one here field.
3. Optionally, you can customize the file metacharacters by clicking the arrow down icon next to Customize file markup.
   1. From the Delimiter dropdown, select the character that marks the end of a column.
   2. From the Quotation mark dropdown list, select the characters that contain the text.
   3. From the Escape character dropdown lists, select the character which changes the default interpretation of a character or a string followed by the escape character.
4. You can preview the data output by clicking Preview data.
5. Click the Next button to upload the file.
6. When the file is uploaded click Next to proceed.

Select the target event

In this part of the process, you will select the event which you want to import. Thanks to that, during the mapping process the system will prompt the parameters for mapping based on the event type.

1. Click Select target event and from the dropdown list, select support.contact.
2. Click Next.

Mapping the columns with parameters in Synerise

In this part, you will map parameters based on the event type selected in the previous step.

You can exclude parameters from the import.

On the user interface, you will be presented with two columns - the left column displays the names of the columns from the imported file, the other contains dropdown lists with the parameters available in Synerise. The dropdown lists indicate the required parameters for a an import.

If you skip mapping the non-required parameters, the name of these parameters will be the same as the names from the imported file. If parameters don’t exist in Synerise, they will be imported as new parameters.

1. Next to the file column name, from the dropdown list, select the corresponding parameter in Synerise. Perform this step for all columns in your file.

2. To exclude a parameter from import, next to the column name, click this icon:

   

3. To proceed to the summary of the import, click Next. Result: The summary of the import is displayed.

   

4. After checking the import summary, to start the import, click Run import.

5. You can monitor the status of your import and potential errors due to incorrect data in the Imports List.

Read more

• Custom events
• Data imports