How does the CSV Data Importer work?

using custify’s csv data importer, you can easily import csv files containing data into the application to create people; add/update people attributes; create companies; add/update company attributes; assign people to multiple companies; assign companies to companies (parent child relationship); import historical events importing data to initiate the data import, you will go to settings —> data importer once you access the section, click on the new import button at the top of the page then, select the type of import you want to perform select people csv to create new people or add/update people’s attributes; select company csv to create new companies or add/update company attributes; select events to import historical events; select people/company to assign people to multiple companies once you select the import type, perform the following steps step 1 download the template to build the csv file that needs to be imported step 2 populate your csv file with the attributes/events that you want to create or update in custify 💡custify tip 1 read more about attributes and events https //kb custify com/custify overview 💡custify tip 2 the company id or user id are mandatory for all types of imports step 3 follow the steps suggested by the application (upload the file, map the attributes, and import) observation! make sure the mapping is correctly done select the corresponding custify attributes that should match the csv fields additional information there are 4 types of attributes that can be populated through csv files date number boolean string date — for an attribute (or event metadata) to be considered a date, it should be sent in one of the following iso 8601 formats yyyy mm dd hh\ mm\ ss yyyy mm dd yyyy mm ddthh\ mm\ ss yyyy mm dd hh\ mm yyyy mm ddthh\ mm\ ss sss yyyy mm ddthh\ mm\ ssz yyy mm ddthh\ mm\ ss sssz yyyy mm ddthh\ mm\ ss ssssssz otherwise, they’ll be treated as strings these attributes must be sent as utc dates or using the timezone format example number — for an attribute (or event metadata) to be detected as a number, you must send it as in the following example boolean — for an attribute (or event metadata) to be considered as a boolean, you must send it as in the following example string — for an attribute (or event metadata) to be considered as a string, you must send it as in the following example csv data import — use cases 1\ creating parent child relationships companies can be assigned to other companies through the csv import the parent company should already exist in custify to assign a child company to the existing parent, use the company csv import type, add the parent company id to the csv file as a new column, and run the import it will automatically update the companies and will create the parent child relationship 2\ assigning csms to companies you can assign the csms to the companies using the company csv import add the email address of the csm to the csv file and map it to the correct field ( account owner ) 3\ assigning people to multiple companies in order to bulk assign people to multiple companies, add a new line for each company in your csv file in the columns, add the userid and each company’s id import the file using the 4th import option (people/companies)