Import historical contacts
If you want to import historical contact (customer) data into Engage from other platforms, there are two ways of doing it, depending mostly on the number of contacts you want to import but also on any restraints you might have.
Manual import of CSV files
You can import your contacts data as CSV files using Engage's manual import. Read more about this in this guide.
We recommend this method for importing (relatively) small customer databases of less than 500 000 records, preferably batched in files of 50 000 records each.
You can download examples as CSV and Excel on the example files page.
This is the structure of a row in your CSV file:
firstName | lastName | mobilePhone | street | |
|---|---|---|---|---|
Example | Examplesson | example@example.com | +46739111111 | Examplegatan 123 |
Caution
You will need to check your contacts data before importing it to Engage, to avoid problems later on. You can read about the preparation process for a CSV import of contacts at this page.
Automated import of XML files
For migrating customer databases of 500 000 records or more, we recommend you use the XML-importer. This is a more automated process where you export your contacts from your database as XML files which you then place on the Engage FTP server. From here they are imported by a scheduled job. This method has more robust high volume performance and error management.
For this to work, the ContactXmlImporter module setting needs to be activated by your Engage team.
For more information, read the article here.
Contacts bulk API
Contacts can also be created and updated in bulk through the /contacts/bulk API endpoint.
You can read about how this works in this section.