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Import Customers From Excel

You can upload customer data using .xls or .xlsx files. Each upload creates or updates a Datalist and can be tagged for filtering, segmentation, or access control.

Perform the following steps to import customers from an Excel file:

  1. Navigate to Data > Import Customers from the left menu.
  2. In Name your list, enter a name for the Datalist where this data will be stored.
  3. In Tags, add any keywords to help identify or segment the uploaded data (optional).
  4. From the dropdown, select Excel Data Source.
  5. Click Choose File and upload a .xls or .xlsx file.
  6. Click Upload to start the import process.

Note: Once uploaded, FirstHive validates the file, tags the data, and maps the fields from the excel file to the standard schema. Upon successful upload, you can see the list under Manage Datalists.