If you want to use existing data from your own database or import data from a previous provider, Crisp offers import options for your contacts

Crisp is using CSV to as data import option.

1. Retrieve your data

As Crisp is using CSV to import your data, you need to import your data as CSV.

No matters how the data is formatted. Crisp will allow you to map the data to the Crisp format

2. Go to the Crisp Contacts Tab

Connect to app.crisp.chat
Go to the Contacts tab
On the upper right corner, click on import contact profiles.



3. Upload the CSV and Map the Data

If your CSV is not having a header (the first column with variables such as email, name, IP, company), check the option "Skip header"

Also, to ensure your CSV separator is correct. By default, Crisp is using a comma.

Email is required
Nickname is required
Segments are mandatory by need to be separated by a white space

4. Add custom data.

Crisp provides predefined attributes like the Email, Username, Segments, Company information, etc.

It's also possible to use your own data in Crisp, such as an user_id, or internal variables.



Then you need to fill your custom data key. Here are some valid examples:

✅user_id
✅lifetime_value
✅ltv
✅AppVersionCode

Here are some invalid examples

❌Company Name
❌$ltv
❌is_subscribed?
❌user.name

You need to avoid spaces and special chars, except _ and -

Then Create your custom key and assign the custom key.



5. Proceed

Your data import might take time. If you are importing hundreds of profiles, it should be live in a few seconds.

If you are importing 20,000+ profiles, it might take a few minutes. Just take a coffee then

Limitations

The user Full-Name is mandatory. You can't import a list with only emails.
If you import a second time a profile, it will override the first one.

Published on: 04 / 11 / 2017