Importing Contacts into Remarkety using SFTP

Remarkety allows you to import contacts information from an external source (Point of Sale, CRM, etc.) using an automated process with SFTP.

To get SFTP credentials please contact your account manager or support@remarkety.com

File Name

File should be named with a prefix: shoppers_<YYYYMMDD_HHMMSS>.csv ( where YYYYMMDD_HHMMSS should specify the export date of this data ).

File Format

  • UTF-8 encoded CSV file
  • Data in columns can be quoted with double quotes
  • First line in the file should be a header row containing the column names. Names should be exactly as specified below (“Column header”) so that the system can match the information without a mapping configuration.

Updating existing contacts

The CSV file should have one of the following identifier fields:

  • id (the customer id in the eCommerce system)
  • pos_id (he customer ID in the POS or CRM system)
  • email
  • sms_phone_number

When Remarkety process the CSV file, it will search existing contacts based on these fields. The priority of the IDs is in the order above.
As such, it is possible that Remarkety will have 2 contacts with the same email address but different id or pos_id fields.

Columns

  • Yes* - At least one of the “identifying attributes” fields is required
  • datetime - Should be in ISO 8601 format that includes the correct time zone. For example:
    2020-01-08T13:49:06+02:00
  • To download a sample CSV file please click here.

Column header

Type

Mandatory?

Explanation

pos_id

string

Yes*

The customer ID in the POS system

id

string

Yes*

The customer ID in the eCommerce system

email

string

Yes*

Customer email address

first_name

string

   

last_name

string

   

created_at

datetime

  When was this contact added to your list

opt_in_status

boolean (1/0)

 

Is the shopper opted-in for email marketing?
Defaults to "Unknown". Emails will be sent based on account settings.

gender

enum (male/female)

 

 

extra_shopper_tags string   List of tags to add to the contacts separated by semicolon (";")
birthdate Date   Format: YYYY-mm-dd
default_address.street string    
default_address.city string    
default_address.country_code string    
default_address.region string    
default_address.zip string    
sms_phone_number string   Phone for SMS Marketing in E164 format (Example: +14155552671).
If the format is not e164 we will use the store default country code to format the number
sms_consent_date Datetime   When did the contact gave consent for SMS Marketing, in ISO 8601 format. If not provided we will use the time of the upload process.
sms_consent_source string   Where did the contact approved his consent - free text (For example: POS / In-store).

Custom fields

string

 

Create custom fields from the UI before uploading the file. The column name should match the field name.

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