Guides

Create Import

In this page you'll learn how to create an import job. This functionality allows you to easily import certain sets of data using a .csv file (comma separated values) and quickly add data to your applications. In most cases this is used to migrate data from other marketing platforms or synchronize data with other 3rd party products. To start creating an import job, from the list of imports, click in the New Job button:

Data import new job button ade645b0ba

Import Devices

To import devices first it's important you get your device tokens from a reliable source (like your old push provider). If you have a valid set of device tokens you wish to import, go ahead and select Import Devices from the Job Type selector:

Data import devices job type 277a1617a1

Optionally if you wish to overwrite records if they already exist, check the following box:

Data import devices overwrite e15d90f7e3

Optionally if you want to provide a default value for platform, OS version and app version in all the devices you will be importing, you can simply provide those in the following fields:

Data import devices columns 33449a03a2

These values can also be included in your import file. If you do, leave the previous fields unchecked.

You can also associate your devices with tags while importing them, to do that check the box below:

Data import devices include tags 62bdf648a6

Optionally, if you check this option, you can also provide which separator you use in between each tag. By default we will look for a vertical bar (a.k.a pipe) if you use something else you should provide it in the following field:

Data import devices tag separator 1d51eefda8

Finally you should upload a .csv file with the data you wish to import in the following field:

Data import csv upload c3f054647e

Example .csv file

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deviceID,osVersion,appVersion,platform,language,userID
"b489bc0c0c4420dc6b09f54270548292a102ac9","8.0","1.1","iOS","nl","test123@example.com"
"c0c4420dc6b09f54202ac83385f9f0a150dc6b0","8.1","1.1","iOS","en","test456@example.com"
"9f54270548292a102ac93b07e952aeb283385f9","7.1","1.0","iOS","pt","test789@example.com"

Import Users

If you have imported devices with an unique identifier (userID), you will also want to import users. This will create a user profile which can have an unlimited number of devices. Go ahead and select Import Users from the Job Type selector:

Data import users job type adeb8e801d

Finally you should upload a .csv file with the data you wish to import in the following field:

Data import csv upload c3f054647e

Example .csv file

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userID,userName
"test123@example.com","Test User 1"
"test123@example.com","Test User 2"
"test123@example.com","Test User 2"

Import Users into a Segment

With this job you can quickly assign existing users into a segment. This might be extremely useful if you want to keep user segmentation in sync with other software like a CRM. Go ahead and select Import Users into a Segment from the Job Type selector:

Data import segments job type 9d6ea0e4ee

Obviously you will have to also select the segment you want to import users into:

Data import segments segment 9c6ff0aac2

To do data search for existing segments as shown below:

Data import segments search segment e094681a7b

And select the segment you'll use in the import job:

Data import segments selected segment f4585fd73d

Optionally if you wish to remove all users currently in the segment before importing new data, check the following box:

Data import segments remove all 5b173abae2

After importing new data, if you want to send a message to this segment, you can check the option below:

Data import segments send push 1b7c6f750c

If you check this option you will have to provide the message template we should use to send your message:

Data import segments template 6de0b37770

You do that by searching for an existing template like shown below:

Data import segments search template 909600f490

And selecting the one you want to use as the base for your message:

Data import segments selected template 7f4e5f234f

As is we will be sending the message right away as soon as the import is completed. Optionally you can also scheduled the message for a more convenient time:

Data import segments schedule message b28b6b9097

Finally you should upload a .csv file with the data you wish to import in the following field:

Data import csv upload c3f054647e

Example .csv file

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userID
"user1@email.com"
"user2@email.com"
"user3@email.com"

Import Regions

If your app will make use of location services like geo-fencing and you have the need to create considerable amounts of locations then this job will help you. To import regions simply select Import Regions from the Job Type selector:

Data import regions job type 36e990c07a

Finally you should upload a .csv file with the data you wish to import in the following field:

Data import csv upload c3f054647e

Example .csv file

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name,major,latitude,longitude,distance,timezone
"Amsterdam Shop","12345","52.357079","4.929666","1000","Europe/Amsterdam"
"New York Shop","12346","40.7058316","-74.2581936","1000","America/New_York"
"Tokyo Shop","12347","35.6742958","139.574921","1000","Asia/Tokyo"

Import Beacons

After importing regions and you also have BTLE beacons in your locations, you will want to also import that data. To do that, select Import Beacons from the Job Type selector:

Data import beacons job type e69a523806

Because in most cases, beacons are managed in other systems and their configuration data might change, there could be times where you just need to update existing records, to do that if you wish to updated existing beacons with new data, check the following box:

Data import beacons update 93685e359b

There is also cases where you will want to simply import beacon data and quickly create the regions where they will be inserted. If that is the case you can check the box below:

Data import beacons create regions b8d4f84e46

If you check this option you will also want to provide a timezone and radius for those regions:

Data import beacons region data 8387dd037b

Finally you should upload a .csv file with the data you wish to import in the following field:

Data import csv upload c3f054647e

Example .csv file

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name,major,minor,latitude,longitude,timezone
"Entrance","12345","1001","52.357079","4.929667","Europe/Amsterdam"
"POS","12345","1002","52.357078","4.929668","Europe/Amsterdam"
"Milk Aisle","12345","1003","52.357077","4.929669","Europe/Amsterdam"

Batch Passes Import

If you've subscribed the Loyalty add-on and have the need to generate passes with data from another sources, your best option is this import job. To create a bulk pass generation, select Passes Batch Import from the Job Type selector:

Data import passes job type b815236945

You will need to select an existing pass template as the starting point for this import job:

Data import passes template c94cd452c5

Search for an existing pass template like shown below:

Data import passes search template 2388fc6478

And select the template you want to use:

Data import passes selected template 41354ccc5a

Optionally you can also provide a default description of your passes (you can ignore this field if you already provide this information in the import file):

Data import passes template description d51462d541

Depending on the template you choose, we will show the available fields that you can provide default values to. You can leave these empty if you already provide them in the import file:

Data import passes default values 175960b77a

We will also give you the chance to distribute the passes via a push notification right after the import job is completed. For that check the following box:

Data import passes send push 9f474db353

If you check this option you can also provide the text we should send in your push notification:

Data import passes message eb26d6c719

If you wish to personalize this message for each pass, you can leave the previous field blank and instead include it in the import file.

Finally you should upload a .csv file with the data you wish to import in the following field:

Data import csv upload c3f054647e

Example .csv file

Recognized columns:

  • userID
  • message
  • pass_barcode (unique)
  • pass_barcode_message (non-unique, only one of these can be used)
  • pass_barcode_alt_text
  • pass_barcode_show_alt_text
  • pass_relevant_date
  • pass_expiration_date
  • pass_location_latitude
  • pass_location_longitude
  • pass_location_altitude
  • pass_location_relevant_text
  • pass_location_region_major
  • pass_location_region_id
  • pass_xxx (where xxx is any field defined in the Passbook Template)
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userID,pass_barcode,pass_boarding,pass_origin,pass_destination,pass_flight,pass_gate,pass_seat,pass_location_region_major,pass_relevant_date,pass_expiration_date
joris@notifica.re,12345,930P,AMS,MSY,KL1234,D2,42A,2,2017-08-29T21:00:00,2017-08-30T00:00:00
joel@notifica.re,12346,930P,AMS,MSY,KL1234,D2,42A,2,2017-08-29T21:00:00,2017-08-30T00:00:00

Batch Private Messages Import

A powerful way of sending transactional 1-on-1 messages is to create an import job to send private messages. To do that, select Batch Private Messages Import from the Job Type selector:

Data import notifications job type a7bd40395b

Optionally you can select a previously created template as the basis of your message. You can choose to not check this option if you are going to send simple Text Alerts notifications. For more complex Rich Content messages check this option:

Data import notifications send using template 1cf1e61c60

Search for an existing message template like shown below:

Data import notifications search template 1c095f35b1

And select the template you want to use:

Data import notifications template e2c94cbc57

This type of import will allow you to send messages to a user (and all its devices) or to single devices.

Recognized columns:

  • userID
  • deviceID
  • message
  • title
  • subtitle
  • ttl
  • sound
  • extra
  • attachmentUri
  • attachmentMimeType
  • notification_xxx

Below you find the .csv file example for this type of import for users:

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userID,message,notification_placeholder1,notification_placeholder2
joris@notifica.re,"Great stuff {{notification_placeholder1}}. You have now {{notification_placeholder2}} points",Joris, 50
joel@notifica.re,"Great stuff {{notification_placeholder1}}. You have now {{notification_placeholder2}} points", Joel, 150

Below you find the .csv file example for this type of import for devices:

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deviceID,message,notification_placeholder1,notification_placeholder2
ede4451c18dfa4bc08de6296c472558f17a3f2a38e1593a0c5cd1e8ea6f25171,"Great stuff {{notification_placeholder1}}. You have now {{notification_placeholder2}} points", Joris, 50
ede4451c18dfa4bc08de6296c472558f17a3f2a38e1593a0c5cd1e8ea6f25171,"Great stuff {{notification_placeholder1}}. You have now {{notification_placeholder2}} points", Joel, 150

Columns in the CSV will overwrite corresponding values in the Notification Template, both CSV provided placeholders (e.g., {{notification_placeholder}}) as well as standard placeholders (e.g., {{userName}}) can be used, both in the template and inside CSV values.

Batch Grouped Messages Import

With this type of import job it is possible to create one single messaging campaign to several users, using data from external sources that is unknown to Notificare. To do that, select Batch Grouped Messages Import from the Job Type selector:

Data import grouped notifications job type d31e482a31

Then you should select a previously created template as the basis of your message. These templates can contain placeholders for any arbitrary data you choose to include in your import file. Assuming you've create a template you should search for it like shown below:

Data import notifications search template 1c095f35b1

And select the template you want to use:

Data import notifications template e2c94cbc57

As is we will be sending the message right away as soon as the import is completed. Optionally you can also scheduled the message for a more convenient time:

Data import segments schedule message b28b6b9097

This type of import will allow you to send messages to a user (and all its devices) or to single devices.

Recognized columns:

  • userID
  • deviceID
  • notification_xxx

Below you find the .csv file example for this type of import for users:

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userID,notification_placeholder1,notification_placeholder2
joris@notifica.re, Joris, 50
joel@notifica.re, Joel, 150

Below you find the .csv file example for this type of import for devices:

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deviceID,notification_placeholder1,notification_placeholder2
ede4451c18dfa4bc08de6296c472558f17a3f2a38e1593a0c5cd1e8ea6f25171, Joris, 50
ede4451c18dfa4bc08de6296c472558f17a3f2a38e1593a0c5cd1e8ea6f25171, Joel, 150

Columns in the CSV will overwrite corresponding values in the Notification Template, both CSV provided placeholders (e.g., {{notification_placeholder}}) as well as standard placeholders (e.g., {{userName}}) can be used, both in the template and inside CSV values.

Finally when you done setting up your import job, click in the Create Job to actually create the import job:

Data import create job button a358569c34