If you are a current PostPilot customer and want to pull in customers and order data from outside of Shopify to use for your campaigns, you can import customer and purchase data from a CSV file.

Please note: All dates (columns that end with: _at) are serialized in the ISO 8601 format and are shown in the UTC time zone.

First, log in to your PostPilot account and click 'account' from the top navigation.

Then, select 'manage' in the Uploads section: 

Next, 'new upload':

*** Important note about importing customer data: if you import customers into PostPilot and they match the criteria for an active/live automated campaign, they will immediately be sent that campaign.

How to import Customer data from a CSV (step-by-step)

First, provide a unique list name to identify where these customers are coming from or their segmentation criteria. For example, "VIP customers."

Next, select the file you'd like to upload. Please only use required columns and supported optional columns in your file.

Please note: The maximum file size limit is 10 MB. You should break up the file if it's larger than that. 

Click 'Save' when you are finished. Your import will start to process and you can see progress on the customer upload page. 

How to import Order data from a CSV (step-by-step)

Once you have customers imported into PostPilot you'll then have the option of importing additional order data. This allows you to further segment your uploaded list by behavioral, transactional, or other criteria. 

First, navigate to a recent customer import.

Then, when viewing that upload you'll be given the option to upload associated orders.

Next, select the file you'd like to upload. Please only use required columns and supported optional columns in your file.

Please note: The maximum file size limit is 10 MB. You should break up the file if it's larger than that. 

Click 'Save' when you are finished. Your import will start to process and you can see progress on the customer upload page. 

How do I target these customers in my segments?

Once your data has been imported into PostPilot you can use this data in your segments to target a specific audience. 

First, you'll need to have a segment (or edit an existing one) and you'll want to select "Custom" in the field as shown below.

Then you'll want to select the list name you provide when importing your customers.

Then you'll be able to target these customers with the data you've provided. That's it!

Can I update user data with a CSV import?

We're looking at adding those capabilities in the future. For now if you'd like to update any customer data you can utilize our API.

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