List ownership, import & exit — found from sitemap — ExpertSender

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Facts read from this source

• Import file formats Report an error

  “Accepted file formats include CSV, TXT, XLS, XLSX, or ZIP, with a maximum size of 28 MB.”

• Import required identifiers Report an error

  “The file should contain at least one of the following types of customer data: CRM ID (the customer ID assigned by your CRM system, if applicable) Email address Phone number with country code”

• Import optional fields Report an error

  “Additional customer data that can be included are first name, last name, and date of birth.”

• Import datetime format Report an error

  “Date and time: DD.MM.YYYY hh:mm (e.g., 30.09.2022 10:09)”

• Duplicate handling modes Report an error

  “Ignore duplicates – only the first customer data set will be uploaded. If any duplicates occur later while importing, they will be ignored. Process all – all duplicated customer data sets will be merged into one set. If any duplicates occur later while importing, they will overwrite the existing data.”

• Matching mode options Report an error

  “Select the default matching mode to identify the customer within the platform, assign custom fields, and connect order data. Choose one of the following data: Email. Phone number. CRM ID. GUID.”

• Import type options Report an error

  “Add new and update existing customers. Add new customers without updating the existing ones. Update existing customers without adding new ones.”

• Import column mapping Report an error

  “The dropdown list displays both system attributes and custom attributes.”

• Import completion notification Report an error

  “After the import is complete, you will receive a notification in the Notification section of the main menu.”

• Manual customer creation Report an error

  “This method is suitable for adding a few customer records to the system and doesn’t require column mapping.”

• Export available Report an error

  “Click the dropdown menu located above the grid, to the right-hand side. Chose Export customers from the list. Select the system and custom attributes, as well as consents, that you want to export from the provided list.”

• Export from segment Report an error

  “Go to Customers > Segmentation. Select or create a segment you want to export data from.”

• Export delivery Report an error

  “Once the data file is ready, a notification with a download button will appear.”

Scores citing this record

• The CRM Manager List ownership, import & exit
• The Data Protection Officer Consent, proof & tracking limits
• The Data Protection Officer List ownership, import & exit
• The Deliverability Engineer Consent, proof & tracking limits
• The Deliverability Engineer List ownership, import & exit
• The Shop Owner Consent, proof & tracking limits
• The Shop Owner List ownership, import & exit
• The Integrator Consent, proof & tracking limits
• The Integrator List ownership, import & exit
• The Skeptic Consent, proof & tracking limits
• The Skeptic List ownership, import & exit