Add or Update Profiles and Traits with a CSV

You can use the Profiles CSV Uploader to add or update user profiles and traits. This page contains guidelines for your CSV upload and explains how to upload a CSV file to Unify.

CSV file upload guidelines

Keep the following guidelines in mind as you upload CSV files:

• You can only upload .csv files.
• Files can’t be empty and must have at least one header and one row.
• You can’t have multiple columns with the same header.
• CSV files cannot exceed 1 million rows (plus one header row), 299 columns, or 100 MB in file size.
• You can only upload one file at a time.
• Add an identifier column or anonymous_id in your identity resolution configuration.
• Leave any unknown values blank to avoid bad data. Segment can create a user profile from a single identifier in your CSV.
• The template won’t include duplicate custom traits, traits with trailing, leading, or multiple consecutive spaces between characters, or unallowed characters.
• Custom traits column headers are case-sensitive. For example, first Name, FIRST Name, and First Name would all be different traits in the template.
• Trailing, leading, or multiple consecutive spaces between characters are not allowed.
• The CSV uploader shares Unify product limits.

Upload a CSV file

Use the Upload CSV page to upload a CSV file in your Segment space:

1. Navigate to Unify > Profile explorer or Engage > Audiences > Profile explorer.
2. Click +Add Profiles.
3. Download and fill out the CSV template.
4. Upload your CSV file.

1. Download your CSV template

Click Download Template to download a CSV template with identifier columns from your identity resolution configuration.

2. Fill out your CSV file

Enter values for the identifiers in your CSV file.

3. Upload your CSV file

You can upload a CSV file in two ways:

• Drag and drop the CSV file in the dropzone.
• Click Browse to locate the CSV file.

Work with the CSV template

Keep the following in mind as you fill out your CSV template.

Allowed CSV file characters

You can use these characters in your CSV file:

• Alphabetic English characters in both upper and lower case
• The numerals 0-9
• These special characters: !@#$%^&*()_+-=[]{}:\\|.`~<>\/?
• The following non-English characters:

àáâäǎæãåāçćčċďðḍèéêëěẽēėęğġgg͟hħḥh̤ìíîïǐĩīıįķk͟hłļľl̥ṁm̐òóôöǒœøõōřṛr̥ɽßşșśšṣs̤s̱sțťþṭt̤ʈùúûüǔũūűůŵýŷÿźžżẓz̤ÀÁ ÄǍÆÃÅĀÇĆČĊĎÐḌÈÉÊËĚẼĒĖĘĞĠGG͟HĦḤH̤ÌÍÎÏǏĨĪIĮĶK͟HŁĻĽL̥ṀM̐ÒÓÔÖǑŒØÕŌŘṚR̥ɌSẞŚŠŞȘṢS̤S̱ȚŤÞṬT̤ƮÙÚÛÜǓŨŪŰŮŴÝŶŸŹŽŻẒZ

View Update History

Use the Update History page to view CSV file uploads in your workspace over the last 30 days.

To view the Update History page:

1. Navigate to Unify > Profile explorer or Engage > Audiences > Profile explorer.
2. Click View update history.

Validation errors

The following table lists validation errors you may run into with your profiles and traits CSV upload: