|
| 1 | +--- |
| 2 | +title: Add or Update Profiles and Traits with a CSV |
| 3 | +plan: unify |
| 4 | +--- |
| 5 | +You can use the Profiles CSV Uploader to add or update user profiles and traits. This page contains guidelines for your CSV upload and explains how to upload a CSV file to Unify. |
| 6 | + |
| 7 | +## CSV file upload guidelines |
| 8 | + |
| 9 | +Keep the following guidelines in mind as you upload CSV files: |
| 10 | + |
| 11 | +- You can only upload `.csv` files. |
| 12 | +- Files can't be empty and must have at least one header and one row. |
| 13 | +- You can't have multiple columns with the same header. |
| 14 | +- CSV files cannot exceed 1 million rows (plus one header row), 299 columns, or 100 MB in file size. |
| 15 | +- You can only upload one file at a time. |
| 16 | +- Add an identifier column or `anonymous_id` in your identity resolution configuration. |
| 17 | +- Leave any unknown values blank to avoid bad data. Segment can create a user profile from a single identifier in your CSV. |
| 18 | +- The template won't include duplicate custom traits, traits with trailing, leading, or multiple consecutive spaces between characters, or [unallowed characters](#allowed-csv-file-characters). |
| 19 | +- Custom traits column headers are case-sensitive. For example, `first Name`, `FIRST Name`, and `First Name` would all be different traits in the template. |
| 20 | +- Trailing, leading, or multiple consecutive spaces between characters are not allowed. |
| 21 | +- The CSV uploader shares [Unify product limits](/docs/unify/product-limits/). |
| 22 | + |
| 23 | +## Upload a CSV file |
| 24 | + |
| 25 | +Use the **Upload CSV** page to upload a CSV file in your Segment space: |
| 26 | + |
| 27 | +1. Navigate to **Unify > Profile explorer** or **Engage > Audiences > Profile explorer**. |
| 28 | +2. Click **+Add Profiles**. |
| 29 | +3. Download and fill out the CSV template. |
| 30 | +4. Upload your CSV file. |
| 31 | + |
| 32 | +### 1. Download your CSV template |
| 33 | + |
| 34 | +Click **Download Template** to download a CSV template with identifier columns from your identity resolution configuration. |
| 35 | + |
| 36 | +### 2. Fill out your CSV file |
| 37 | + |
| 38 | +Enter values for the identifiers in your CSV file. |
| 39 | + |
| 40 | +### 3. Upload your CSV file |
| 41 | + |
| 42 | +You can upload a CSV file in two ways: |
| 43 | +- Drag and drop the CSV file in the dropzone. |
| 44 | +- Click **Browse** to locate the CSV file. |
| 45 | + |
| 46 | +## Work with the CSV template |
| 47 | + |
| 48 | +Keep the following in mind as you fill out your CSV template. |
| 49 | + |
| 50 | +### Allowed CSV file characters |
| 51 | + |
| 52 | +You can use these characters in your CSV file: |
| 53 | + |
| 54 | +- Alphabetic English characters in both upper and lower case |
| 55 | +- The numerals 0-9 |
| 56 | +- These special characters: ```!@#$%^&*()_+-=[]{}:\\|.`~<>\/?``` |
| 57 | +- The following non-English characters: |
| 58 | + |
| 59 | + |
| 60 | +```àáâäǎæãåāçćčċďðḍèéêëěẽēėęğġgg͟hħḥh̤ìíîïǐĩīıįķk͟hłļľl̥ṁm̐òóôöǒœøõōřṛr̥ɽßşșśšṣs̤s̱sțťþṭt̤ʈùúûüǔũūűůŵýŷÿźžżẓz̤ÀÁ |
| 61 | +ÄǍÆÃÅĀÇĆČĊĎÐḌÈÉÊËĚẼĒĖĘĞĠGG͟HĦḤH̤ÌÍÎÏǏĨĪIĮĶK͟HŁĻĽL̥ṀM̐ÒÓÔÖǑŒØÕŌŘṚR̥ɌSẞŚŠŞȘṢS̤S̱ȚŤÞṬT̤ƮÙÚÛÜǓŨŪŰŮŴÝŶŸŹŽŻẒZ``` |
| 62 | +
|
| 63 | +## View Update History |
| 64 | +
|
| 65 | +Use the Update History page to view CSV file uploads in your workspace over the last 30 days. |
| 66 | +
|
| 67 | +To view the Update History page: |
| 68 | +
|
| 69 | +1. Navigate to **Unify > Profile explorer** or **Engage > Audiences > Profile explorer**. |
| 70 | +2. Click **View update history**. |
| 71 | +
|
| 72 | +### Validation errors |
| 73 | +
|
| 74 | +The following table lists validation errors you may run into with your profiles and traits CSV upload: |
| 75 | +
|
| 76 | +| Error | Error Message | |
| 77 | +| -------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | |
| 78 | +| Invalid file types | You can upload only .csv files. Change your file format, then try again. | |
| 79 | +| Empty files | This file contains no data. Add data to your CSV, then try again. | |
| 80 | +| CSV parsing error | We encountered an issue while parsing your CSV file. Validate the CSV file and try again. | |
| 81 | +| Unexpected/fallback | Something went wrong. Try again later. | |
| 82 | +| Empty header row | This file contains empty header(s). Remove the empty header(s), then try again. | |
| 83 | +| File exceeds one million rows | Too many rows. You can upload up to 1000000 rows. | |
| 84 | +| File exceeds 299 columns | Your CSV file is exceeding the limit of 299 columns. | |
| 85 | +| File exceeds 100 MB | Files can be up to 100 MB. | |
| 86 | +| File contains a header with unallowed spaces | This file contains leading, trailing or consecutive spaces. Remove leading, trailing or consecutive spaces, then try again. | |
| 87 | +| File contains duplicate headers | This file contains duplicate header(s). Remove duplicate header(s), then try again. | |
| 88 | +| File contains invalid characters | This file contains invalid character(s). Remove invalid character(s), then try again. | |
| 89 | +| Unconfigured `anonymous_id` or missing Identifier column | This file is missing an identifier column and does not have `anonymous_id` configured. Add an identifier column or add `anonymous_id` in your identity resolution configuration, then try again. | |
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