Import Consumers

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Import Methods

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CSV Import

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Starting a CSV Import

1. Navigate to Audiences in the sidebar
2. Click Create > Import Audience
3. Follow the import wizard

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File Requirements

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Required Fields

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Optional Fields

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Example CSV

email,firstName,lastName,tags,loyaltyPoints
[email protected],John,Smith,"VIP,Newsletter",1500
[email protected],Jane,Doe,Newsletter,500
[email protected],Bob,Johnson,"VIP,Beta",3000

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Import Wizard Steps

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Step 1: Upload File

1. Drag and drop your CSV file
2. Or click to browse and select
3. File is validated for format

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Step 2: Map Fields

1. Review detected columns
2. Select matching Fanfare field for each
3. Skip columns you don’t want to import
4. Validate mappings

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Step 3: Configure Audience

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Step 4: Review & Import

1. Review the import summary
2. Check for validation warnings
3. Click Start Import
4. Wait for processing

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Step 5: Monitor Progress

• Progress bar shows completion
• Errors are logged for review
• Success count updates in real-time

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Handling Duplicates

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Duplicate Detection

1. Email (primary)
2. Phone (secondary)
3. External ID (if provided)

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Duplicate Handling Options

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Klaviyo Import

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Prerequisites

1. Klaviyo integration configured in Settings
2. API key with list access
3. Lists exist in Klaviyo

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Starting Klaviyo Import

1. Navigate to Audiences > Create > Import from Klaviyo
2. Select the Klaviyo list to import
3. Configure sync settings
4. Start import

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Sync Options

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Synced Audiences

• New Klaviyo subscribers are added automatically
• Removed subscribers are removed from audience
• Audience displays sync status and last sync time

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Import Errors

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Common Errors

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Error Report

1. Click Download Error Report
2. Review failed rows and reasons
3. Fix issues in original CSV
4. Re-import failed rows only

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Best Practices

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Before Import

1. Clean your data - Remove duplicates, fix formatting
2. Validate emails - Ensure valid email formats
3. Use UTF-8 - Save CSV with proper encoding
4. Test with small batch - Import 100 rows first

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During Import

1. Don’t close the browser - Let import complete
2. Monitor progress - Watch for unexpected errors
3. Note the import ID - For troubleshooting

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After Import

1. Review the summary - Check success/error counts
2. Verify a sample - Check random consumers imported correctly
3. Download error report - Review any failures
4. Clean up - Delete source files with sensitive data

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Data Privacy

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Handling Sensitive Data

• Don’t import unnecessary personal data
• Consider data minimization
• Comply with GDPR/CCPA requirements
• Document data sources

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Data Retention

• Imported consumer data is subject to your retention policies
• Sync sources are documented for compliance
• Audit trail available for imports

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Troubleshooting

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Import Stuck at 0%

1. Check file size isn’t too large
2. Verify file format is correct CSV
3. Try refreshing the page
4. Re-upload the file

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Import Completed but No Consumers

1. Check duplicate handling settings
2. Verify field mapping was correct
3. Review error report
4. Ensure file had data rows

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Consumers Missing Data

1. Check field mapping
2. Verify column names in CSV
3. Look for encoding issues
4. Check for extra whitespace

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Related Guides

• Audiences Overview - Managing audiences
• Create Audience - Manual creation
• Settings > Integrations - Configure Klaviyo