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)
- 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 |
|
|
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? |
|
|
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 | Date when 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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