Handling CSV files

Created by Support AI Team, Modified on Sun, 6 Apr at 10:13 AM by Support AI Team

When a CSV file is processed certain rules are applied:


  • CSV files with unique names are processed and loaded into the platform
    • If the platform receives a file e.g. filename_20201117095800.csv  if the platform receives  filename_20201117095800.csv  again - it won't process the file as it has already seen this.
  • Inside the CSV columns will represent certain items like phone and email
  • If a phone or email is repeated in the file the platform will only send a survey to the contact only once. It ignores multiple occurrences of the contact. This check is case sensitive - .e.g. tom@gmail.com is considered different to Tom@gmail.com
  • If a column represents a mobile number AND a country code is set in the CSV setting the platform will put the number mobile into an international format for that country. 
  • Typically a CSV file corresponds to a campaignID but columns in a file can be used to make a decision of what campaign the file is mapped to
    • e.g. if a column contains a set of variables these can be used to assign that line to a certain campaignID. This isn't configurable via the portal. If you require this please raise a support ticket
  • Columns headers can be used in the platform to represent Custom Contact Variables where plain text is present
    • If a column header is Account_type the CCV is {{{Account_type}}} 
  • Physical CSV files (transferred via SFTP) are deleted after 10 days

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