Import

Importing segments via CSV in Jimo is a powerful way to manage and organize your users efficiently. This guide will walk you through the process step by step.

Import Segments via CSV

Step 1: Prepare Your CSV File

  1. Headers:

    The only required structure for your CSV file is to use the first row as headers, with each header representing the name of the user attribute you want to import or use for matching.

    • Each column should have a header (attribute name) followed by the corresponding value for each user.

    • The column name does not need to match exactly an existing attribute name in Jimo you can manually choose to which it will correspond — if the attribute doesn’t exist yet, it can be created automatically during import.

    • While not mandatory, it is recommended to use id or email as the first column to make user matching easier. Make sure the values in this column are unique (one row per user).

  2. Format: Double-check that your file is saved in the CSV format (.csv).

Example.csv
id,email,plan,creation_date
1,[email protected],Basic,2023-01-15
2,[email protected],Premium,2023-02-20
3,[email protected],Standard,2023-03-10
4,[email protected],Basic,2023-04-05
5,[email protected],Premium,2023-05-25

Step 2: Navigate to the Segments Section

  1. Login: Login to your Jimo account.

  2. Segments: From the dashboard, navigate to the 'Users & Segments' section.

  3. Import: Go to the dashboard tab (A) or directly start a new import (B).

Step 3: Upload Your CSV File

  1. Import Button: Click on the 'Import CSV' button.

  2. Select File: Browse and select your prepared CSV file.

  3. Upload: Click 'Upload' to begin the import process.

Step 4: Identify Your Data

  1. Identification Step: Select the identifier field. This step is crucial for matching the data in your CSV with the users in Jimo.

    • If you identify your users via their email in Jimo, choose the Email column in your CSV.

    • Other options might include User ID, Username, etc.

Step 5: Map Your Data

  1. Mapping Interface: Once the identifier has been selected, you will see the mapping interface.

  2. Fields Mapping: Map the fields from your CSV file to the corresponding fields in Jimo:

    • User ID -> User Identifier

    • Segment Name -> Segment

    • Segment Value -> Value

    • plan -> plan (custom attribute)

Step 6: Validate and Complete Import

  1. Validation: The system will validate your data. If there are any errors, you will be notified to correct them.

  2. Completion: Once validated, your segments will be imported and available for use.

Common Issues and Troubleshooting

Error: Invalid CSV Format

  • Solution: Ensure your CSV file is properly formatted with the correct headers.

Error: Mapping Issues

  • Solution: Double-check that all fields are correctly mapped and that there are no empty columns.

Error: Validation Failed

  • Solution: Review the error messages provided during validation and correct any issues in your CSV file.

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