CSV Upload — Import Customer Data into CustomerLabs

A Source in CustomerLabs is a platform from which data can be brought into CustomerLabs 1PD Ops (First-Party Data Operations).

CSV Upload allows you to import data from a .csv file directly into CustomerLabs. Once imported, the data can be unified with existing customer profiles, enabling a consolidated view of your customer information — all without writing any code.

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Getting Started

Follow the steps below to set up CSV Upload as a data source in CustomerLabs 1PD Ops.

Step 1 – Navigate to Sources

1. Log in to your CustomerLabs 1PD Ops account.
2. Go to Sources → Connect Source.

Step 2 – Select CSV Upload

1. From the list of available sources, select CSV Upload.

Step 3 – Subscribe to CSV Import

1. Click the Subscribe button to enable the CSV import functionality.

Step 4 – Import Your CSV File

1. Click Import CSV.

2. Enter a File name and an optional Description.
3. Click Choose file and select the .csv file you want to import.

4. Once the file is validated, click Upload file.

5. After the upload is complete, click Next: Workflow Setup to proceed with configuring a workflow for the imported data.

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Workflows in CustomerLabs 1PD Ops

Workflows allow you to filter, transform, and map incoming data to match your business requirements. By creating a workflow, you can align imported CSV data with existing customer profiles in CustomerLabs — achieving a unified customer view without any coding.

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Building a Workflow

Step 1 – Name and Configure the Workflow

1. Enter a name for the workflow → click Save.
2. Optionally, set a delay for the workflow → click Save.
3. Click Next: Choose sample data.

Step 2 – Fetch and Select Sample Data

1. Click Fetch new data to retrieve records from your uploaded CSV.

2. Choose a sample record from the list → click View Details.

3. Review the raw data displayed. Click Select this sample to use it as the basis for your workflow configuration.

Step 3 – Filter Incoming Data (Optional)

This step allows you to filter out irrelevant records so that only the data you need enters the workflow.

• Define filter conditions based on specific field values.
• Only records matching your criteria will be processed.

Step 4 – Configure Event Mapping

Event configuration is the final step in the workflow creation process. Here you define how the imported CSV data maps to events and user identities within CustomerLabs.

4a – Choose the Event Name

1. Select an event name from the drop-down menu.
2. To create a custom event, choose Custom Event and provide a name that describes the data being imported.

4b – Map User Identity

CustomerLabs 1PD Ops supports a wide range of user identifiers (unique data points used to identify individual users, such as email, phone number, or user ID).

1. Select the identifier type. For example, choose identify_by_email to map the email address field from your CSV.
2. Select the corresponding value (e.g., the email column) from the drop-down.

Note

You can add up to 3 unique user identifiers per workflow to improve matching accuracy.

4c – Map User Traits

After mapping user identity, you can categorically map additional incoming attributes as User traits (descriptive properties associated with a user profile).

Common user traits from CSV data include:

Trait	Description
first_name	User’s first name
last_name	User’s last name
email	Email address
city	City of residence
state	State or region
zip_code	Postal or ZIP code
company	Company or organization name
ad_campaign	Associated advertising campaign
ad_set	Associated ad set

Step 5 – Save the Workflow

1. Once all mappings are configured, click Save workflow.

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Import CSV Again to Process

After saving the workflow setup, you must re-import the CSV data so that it is processed according to your newly configured workflow.

Step 1 – Return to Source Configuration

1. Navigate to Sources → csv-upload → Setup.

Step 2 – Start the Import

1. Click Import.

Step 3 – Confirm and Process

1. Enable the workflows you want to apply.
2. Click Yes, I understand and import all data to begin processing.

Note

Your CSV import is now successfully completed. The imported data will be processed and unified with existing customer profiles based on your workflow configuration.

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CSV File Format Guidelines

When preparing your CSV file for upload, keep the following best practices in mind:

• Ensure the file is saved in .csv (comma-separated values) format.
• Include a header row with descriptive column names.
• Use consistent formatting for data values (e.g., dates, phone numbers).

Sample CSV Structure

first_name,last_name,email,phone,city,state,zip_code,company,ad_campaign
John,Doe,[email protected],+1234567890,New York,NY,10001,Acme Corp,Spring Sale
Jane,Smith,[email protected],+0987654321,Los Angeles,CA,90001,Beta Inc,Summer Promo

Tip

Ensure that identifier fields (such as email or phone) are populated consistently across all rows to maximize user matching accuracy.

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Field Mapping Reference

The table below summarizes the key field mapping concepts used during workflow configuration:

Concept	Description
Event Name	The name assigned to the event triggered by the imported data. Can be a standard or custom event.
User Identity	A unique identifier (e.g., email, phone, user ID) used to match and unify user profiles.
User Traits	Descriptive attributes (e.g., name, city, company) associated with a user profile.
Custom Event	A user-defined event name for non-standard data imports.
Filter	An optional condition applied to exclude irrelevant records from processing.

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Summary

Step	Action
1	Navigate to Sources → Connect Source
2	Select CSV Upload
3	Click Subscribe
4	Import and upload your .csv file
5	Build a workflow (name, sample data, filters, event mapping)
6	Save the workflow
7	Re-import CSV to process data through the workflow

Caution

Always verify your CSV data and field mappings before importing. Incorrect mappings may result in inaccurate user profiles or data duplication.