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      • 1. Prepare CSV File
      • 2. Format Your Data
      • 3. Onboard Your Data through Portal
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      • Prepare Your CSV File for Data Updates
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1. Prepare CSV File

PreviousCRM OnboardingNext2. Format Your Data

Last updated 3 months ago

When creating a CSV file, ensure it meets the following requirements:

Parameter
Allowed Values

Encoding

UTF-8

Line separator

CRLF

Values delimiter

Comma

File extension

.csv

Compression

.gz, .zip

Headers

Yes

A CSV file should contain at least one data row and at least one of the following columns. You can either upload your file unhashed (as it will automatically be hashed in the browser). If you wish you to hash the data beforehand, you can apply the SHA256 algorithm. Please follow the for emails and phone numbers before hashing.

  • email address

  • phone number

  • address (You should not hash the postal addresses yourself. We need to format them ourselves to properly match the data)

  • personal ID (Sweden only)

formatting guidelines