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 support@getvero.com and we will help you import your data.

Note: power users can run the following commands in a shell terminal (on Unix-based systems): 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.

Required data and user stitching

To successfully import a CSV, it must contain at least an id or email column.

❗️Note: If you do not have the Match customer via email and update the users profile setting turned on, you must include an id column to avoid creating duplicate user profiles.

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, tyrion.lannister@casterlyrock.com, Tyrion, Lannister, Casterly Rock

CSV imports respect the "identity stitching" rules that are setup on your account. By default Vero will stitch (de-duplicate) user records based on the following rules:

  • Users are matched on id where provided.
  • When no id is provided, email is used as the id value and users are then matched based on the id value.

You can configure your "identity stitching" rules under Settings > Labs. For example, you can set Vero to match directly on the email value.

How to import a CSV

To import a CSV click on Import/Export menu at the left of the Vero dashboard.

vero.csv-import

In Vero, after import, this data would look like this on the profile of this customer:

vero.profile-properties

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. .xls, .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.

vero.csv-match

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.

Author

  • Chris Hexton
    CEO and Co-Founder