Upload organic leads - via CSV

Article author
Bunker DB Support
  • Updated

Leads that are uploaded offline via CSV are called organic leads. You can upload them at any time, following the guidelines described here.

Requirements for import:

  • CSV file (comma-separated values), encoded in UTF-8 to avoid problems of interpreting special characters.
  • Identification documents allow between seven and eight digits; it does not matter if they contain periods or hyphens since they will be removed when imported.
  • Dates of birth or creation must follow the yyyy-mm-dd format and must not be older than 130 years.
    Only numeric values ​​are supported for phone fields.
  • The gender field admits 'f' (feminine) or 'm' (masculine).
  • Steps to upload a CSV
  • From the option "Database," click on "Import consumers."
  • Click "BROWSE" and select the file to upload.

 

Important: The file must be in CSV format. If the file has headings (titles in each column), check the "Ignore first row" option. The default delimiter character is the comma.

 

  1. Verify that the preview is ordered and click "CONTINUE."
  2. Map each loaded column to the columns in the file.
  3. In this way, Bunker DB analytics identifies what each piece of data corresponds to — name, telephone number, e-mail, document, etc.—. Then click on "CONTINUE."
  4. It is possible, if necessary, to select one or more preferences for the campaign.
  5. After verifying the default options, click "CONTINUE."

 

Databases with custom fields

When loading * .csv files with consumers in the system, you must map the names of the custom fields defined in the system in the column combos. You should select a field as a new column, and match the value of the cell with a value for the field.

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