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Import historical contacts

If you want to import historical contact (customer) data into Engage, such as from other platforms, there are three ways of doing it, depending on the number of contacts you're importing and any restraints you might have.

Manual import of CSV files

When you have a small customer database of less than 500 000 records this is the recommended way to import (or update) those contacts. See how this is done in this article.

Automated import of XML files

For customer databases of 500 000 records or more, use the XML-importer. This is a more automated process where you export your contacts from your own database as XML files that are then placed on the Engage FTP server. From here they are imported by a scheduled job. This method has better 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 on the XML import, read the article here.

The 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.