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.
Last updated
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.
Last updated
Headers: Ensure your CSV file includes the following headers:
User ID
Segment Name
Segment Value
Format: Double-check that your file is saved in the CSV format (.csv).
Login: Login to your Jimo account.
Segments: From the dashboard, navigate to the 'Users & Segments' section.
Import: Go to the dashboard tab (A) or directly start a new import (B).
Import Button: Click on the 'Import CSV' button.
Select File: Browse and select your prepared CSV file.
Upload: Click 'Upload' to begin the import process.
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.
Mapping Interface: Once the identifier has been selected, you will see the mapping interface.
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)
Validation: The system will validate your data. If there are any errors, you will be notified to correct them.
Completion: Once validated, your segments will be imported and available for use.
Solution: Ensure your CSV file is properly formatted with the correct headers.
Solution: Double-check that all fields are correctly mapped and that there are no empty columns.
Solution: Review the error messages provided during validation and correct any issues in your CSV file.
