File Format Options
We support 2 formats. Please note that in both formats, the file name(s) must be exactly the same each time you upload a new file.
CSV File
This is the most common configuration. You send us one or more CSV Files, which can contain the following information:
- REQUIRED - Headings (not quoted). The first row of the csv must contain the column headings. Headings should not contain any special characters, notably periods (".") are not allowed.
- REQUIRED - Subscriber data (quoted). This includes emails, SMS numbers, and Voice Call numbers.
- OPTIONAL - Groups (quoted). Applicable groups can go in one column, separated by commas. This can be very helpful if you want to have one person subscribed to multiple groups.
- OPTIONAL - User metadata (quoted). This can include names, id numbers, etc, as desired.
Please note that our system uses a "Data Mapping" Tool so that we can handle files with varied formats. As long as the files follow the above guidelines, it doesn't matter what order the rows are in.
CSV File Folder Structure
Please put your .csv file in a folder called "CUSTOM" in the root folder of the FTP account. After that's done, we'll do some configuration to map the data in the Dashboard, and start the import script.
Sample Files
Please have a look at the attached “Sample Data.csv” file and also the “Sample Data with notes (Excel).xlsx” file. The csv is the actual format of the file, the xlsx has some notes on each row that you may find helpful.
TXT files
You send us a file for each subscriber group.
SMS Text Messaging: "SMS"
Voice Call: "VOICE"
Desktop Alerts: "DESKTOP"
Note that this format does not accept metadata for the subscribers: just raw phone numbers, email addresses, or Device IDs should be included.