If you are using PostPilot and want to pull in a list of customer addresses from outside of an e-commerce platform to use for your campaigns, you can import customer data from a CSV file. Here are some steps to get started.

Step 1

Log in to your PostPilot account and click on "account" from the top navigation.

Step 2

Then, click on "manage" in the Uploads section: 

Step 3

Next click on "new upload"

Step 4

You'll first need to provide a unique tag  to identify these customers. With this tag, you'll be able to identify customers in this CSV in your segments. 

Step 5

Next, select the file you'd like to upload. by clicking "Choose File" 

Step 6

Please note: if you import customers into PostPilot and they match the criteria for an active/live automated campaign, they will immediately be sent that campaign.

Please note: The maximum number of rows that we allow in an upload is 20K. You should break up the file if it's larger than that. 

At this point you can drag and drop or select a file to upload. 

Your file can contain the following fields

Customer Id (Required)
The unique identifier you have defined for the customer. (Max limit of 255 UTF-8 characters, and should not have trailing or leading spaces). If you do not have a unique customer ID, use something like an email address.

Full Name (Required)
The full name of the customer. required. Must be no longer than 40 characters. If both full name and company are provided, they will be printed on two separate lines above the rest of the address.

Company
The company of the customer. Must be no longer than 40 characters. If both full name and company are provided, they will be printed on two separate lines above the rest of the address.

Address 1 (Required)
The customer's mailing address. Must be no longer than 64 characters for US addresses or 200 characters for international addresses.

Address 2
An additional field for the customer's mailing address. Must be no longer than 64 characters for US addresses or 200 characters for international addresses.

City
The customer's city, town, or village.

State
The customer's region name. Typically a province, a state, or a prefecture. 'Required and must be a 2 letter state short-name code if country_code is US, 'otherwise optional and not any longer than 200 characters.

Postal Code
The customer’s postal code, also known as zip, postcode, Eircode, etc. Must follow the ZIP format of 12345 or ZIP+4 format of 12345-1234 if country_code is US, otherwise optional and not any longer than 40 characters. Due to common CSV postal code issues with leading zeros, if the country code is "US" we will add a leading 0 to any 4 digit postal code.

Country Code
The two-letter country code corresponding to the customer's country. Must be a 2 letter country short-name code (ISO 3166)

First Name
The first name of the customer

Last Name
The last name of the customer

Order Count
The number of orders associated with this customer.

Total Spent
The total amount of money that the customer has spent across their order history.

Last Order Date
The date when the customers last order was created in your system.

Last Order Total
The final amount paid by the customer on their last order.

Step 7

Tell us if your file has a header row

Step 8

The next step is for you start matching your files columns to PostPilot fields. Then click on "continue" when you are finished. 

Step 9

You'll then have an opportunity to correct any errors that we find before you submit. PostPilot will try to auto format fields automatically for you to fix some come problems. 

  • We attempt to format Countries into two digit codes 
  • If a record is a US address we'll attempt to auto format States into two digit state codes 
  • If a record is a US address we'll attempt to add leading zeros to 4 digit zipcode. 
  • We'll attempt to parse dates and serialize them into iso 8601 format. 

Step 10

Once you have finished reviewing the rows in your file, you can thin click "continue" and then confirm that you are ready to submit. 

After your import will start to process and you can see progress on the customer upload page. 

What's next?

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