When you connect a store to Omnisend, your contacts and information about them are synced from your store automatically. The synchronization time is different for each of the platforms, check the dedicated article for details.
In addition to this, you can import contacts from a file or other services manually.
Change the format of a customers' data
You need to change the format of the fields before uploading the file to Omnisend:
- The first row in the file contains columns headings or your customers' data; the document has only one sheet and is recorded in one of the following formats: .csv .xls .xlsx .ods.
- A single file may contain up to 50 fields. If you want to upload more information, you can split the data into several imports.
- All information about each contact goes into one separate row, and each column contains a single type of information, e.g., First name, Last name, City, etc.
- You have at least an Email address or the Phone number for each of the contacts.
- All of the fields in the file have the corresponding format. Learn more about Omnisend data types here.
- The phone number should be recorded in the international format: +11231234567 (+ country-code area-code phone-number). To tell Excel to treat this data as a text, not a function, you may add an apostrophe ('+1 ...) or change the format of the cell to the text one.
- Time-stamps should be imported in ISO 8601 format. Example: 2020-01-01, 2020-02-29 14:23, 2020-02-29T14:23Z, 2020-02-29T14:23+02:00, etc.
- There is only one Address field in Omnisend that accepts the values from Address 1 and Address 2 lines and merges them to a single comma-separated string Address 1, Address 2. Make sure to combine both fields in the file.
The information for import should be recorded to a table similar to the one presented below.
Once you've finished formatting the file, you can upload it to Omnisend.
Importing from file
To import your contacts from the file, go to the Audience tab -> click on the Add contacts button -> File import -> Select file.
The import process consists of the following stages:
- Upload File, where you select the file to upload.
- Map, where you assign the fields from the file to the ones available in Omnisend.
- Organize, where you can specify the status for imported contacts, at this stage you can also choose whether you want to add a tag or create a Segment.
- Review that summarizes the information recorded with your contacts import.
Map customers' properties
In the drop-down menu, you can choose the mapping for the properties you have in the file. The list of the fields you can map consists of the default and custom properties. If you can find the default field, it is better to use it instead of creating a custom one.
For example, if you have the field for both the email address and phone number, it is better to record your customer phone number as a default property instead of a custom one. When registered as a custom property, the phone number won't trigger the automation workflow.
The default information includes the following data:
- Personal data: Email address, Phone number, First name, Last name, Birthdate, Gender.
- Address: City, State/Province/Region, Country, Country code, Postal/Zip code.
- Opt-in status: Email opt-in date, Email opt-out date, SMS opt-in date, SMS opt-out date.
Important! If the opt-out date provided for the contact is later then the opt-in one, the customer is added with an unsubscribed status.
For the first import, we recommend mapping all of the properties available. If you added the information about your customers already, and want to upload your contacts to the Segment, it is sufficient to map the email address or the phone number field only.
💡 If you wish to import a list of tags to Omnisend, you may use custom properties instead of the tags.
Organize your customers' data
On this page, you can choose whether you want to import them as subscribers or with undefined status (non-subscribed). If you add customers with email addresses or phone numbers, and without the property defining your contacts' opt-in statuses, you will be able to select your customers' subscription statuses for Email and SMS channels.
When one of these boxes is unchecked, the customer is added to the system with non-subscribed status. Non-subscribed contacts are those that placed an order in your store, abandoned a cart, created an account, but never agreed to receive your marketing. Uploading contacts with non-subscribed status will provide the following benefits:
- all data about your customers will be kept in one place;
- we will make sure you are not sending marketing messages to them (transactional emails can still be sent to these customers);
- you won't get charged for these contacts.
Important! The box for the Email, unlike the one for the SMS channel, is always pre-selected. Check this article to learn more about your contacts' statuses definition on Import.
Updating your customers' data
If you want to upload more information to your customers' profiles, you can import the file with the new data or with the data to be updated. Keep in mind, the list you upload should contain the email address or the phone number to identify your customer, you don't need to add all of the information.
Omnisend doesn't duplicate your contacts but only adds the new information to the system. However, you need to be careful with your customers' statuses. If you upload them with subscribed status, the customers having non-subscribed status may get converted, unsubscribed status is not affected.
Therefore, if you need to update your customers' data, make sure to un-check the check-box and import your customers with non-subscribed status.
In that case, your customers' data is updated in the following way:
Add a tag
When you import contacts, Omnisend adds two tags automatically:
- source: manual import;
- imported from file on DD/MM/YY HH:MM:DD, for example: imported from file on 27/03/20 09:57:05am.
Apart from the tags added automatically, you can also add one manually by selecting one of the existing tags or creating a new one.
Create a Segment of imported contacts
Even though you can always create a Segment based on the tag added manually, you can also create a Segment based on the unique tag, we add automatically. The segment will be named after the type of import and date of import "Contacts imported via <manual_import_type> on <date_of_import>”.
You can find the imported Segment by navigating to Audience > Saved segments.
Trigger Segment based automation
If you have any Segment based automations enabled, you may choose to trigger it for the contacts added to the Segment.
Review the details for your import
In this section, a summary of the file is shown. You can see the number of contacts and which tags should be assigned.
Once you click on the Import button, you will be brought back to the import tab where you will see the progress of your import. Click Report to see the detailed report on how many new and existing contacts have been added as well as how many good/bad emails/phone numbers were found.
⚠️ If you get problems with non-Latin letters not being displayed correctly, save the .csv file in UTF-8 format and upload your contacts again.
Have more questions? Feel free to contact us at firstname.lastname@example.org.