# Import

## Import Segments via CSV

<figure><img src="/files/zlXnO48AhJkWgfUBFblR" alt=""><figcaption></figcaption></figure>

### Step 1: Prepare Your CSV File

1. **Headers**:&#x20;

   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).

{% code title="Example.csv" fullWidth="false" %}

```csv
id,email,plan,creation_date
1,johndoe@example.com,Basic,2023-01-15
2,janedoe@example.com,Premium,2023-02-20
3,bobjohnson@example.com,Standard,2023-03-10
4,alicemiller@example.com,Basic,2023-04-05
5,charlesbrown@example.com,Premium,2023-05-25
```

{% endcode %}

### 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).

<figure><img src="/files/IFiGO10mfjWHen0Mv2s5" alt=""><figcaption></figcaption></figure>

### Step 3: Upload Your CSV File

<figure><img src="/files/pB3EpKGSdzVim7y7ZOE2" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/au0EahCbR79U4NUm1kTF" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ttx12UUmrkcPajCyrWgX" alt=""><figcaption></figcaption></figure>

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)&#x20;

### Step 6: Validate and Complete Import

<figure><img src="/files/jbApLQg5vLA15w5TlD3Z" alt=""><figcaption></figcaption></figure>

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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