customer data & imports/exports
Import a list of customers via CSV
You can add or update customers in Vero using CSV.
You can only import CSV files up to 50,000 rows. For files larger than this, please email firstname.lastname@example.org and we will help you import your data.
Note that on nix systems you can run the following commands in your shell terminal:
sed -n "1, 50000p" path/first/file > path/first_portion/file to get the first 50,000 rows, then
sed -n "50001, 100000p" path/first/file > path/second_portion/file, etc. to break your list up for import.
To succesfully import a CSV you must have at least a list of customers’ email addresses. You can also include other columns for customer properties. An example would be a
first_name column, or a
location column. Vero will store these properties against the customer’s profile.
Here’s an example of a CSV file that can be successfully imported:
id, email, first_name, last_name, location
1859, email@example.com, Tyrion, Lannister, Casterly Rock
To import a CSV click on Import/Export menu at the left of the Vero dashboard.
In Vero, after import, this data would look like this on the profile of this customer:
You can only import
.csv files. If you are using Microsoft Excel or Mac Sheets, select File > Save as… > CSV to export your data in the correct format.
.xlsx and other formats will not be accepted when you try to upload your file.
After uploading your CSV file you’ll be asked to check Vero has correctly detected each of your columns. If you have imported a CSV before, or connected Vero’s API, we’ll also ask you to map your columns to any properties that you have already stored in Vero.
When importing, Vero will use the
email column to match customers’ profiles and will update all other properties with the latest values from your spreadsheet.
You will receive an email once your CSV has been successfully imported, or if your CSV import fails. You will always receive a confirmation email. For unsuccessful imports, Vero lists the rows of the CSV that were affected. You should review these rows, export them to a new CSV and import them again.
Didn't find what you were looking for?
Get in touch, we're always happy to help. Email us at firstname.lastname@example.org.