Using Jimo

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: Ensure your CSV file includes the following headers:

    • User ID

    • Segment Name

    • Segment Value

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

Example.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

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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