User profiles can be created manually, which can be useful for quick tests during initial integration; however, larger lists can be uploaded directly, and the API can be used to keep user profiles in sync with your backend profiles automatically, also automated imports can be configured.
Navigate to Data > User Profiles and click the Create User Profile button.
All fields are optional; fill in the fields needed for the new profile. For example if adding a profile for email, add the email address and set email subscription to yes. Click the Create Profile button to save the new user profile.
SMS Mobile Number
Mobile number for SMS must be added in the E.164 international format with the country code, without a plus (+) symbol.
Eg. An Ireland mobile number
0850123456should be entered with the
353Ireland country code as
A UK mobile number
07400123456should be entered with the
44UK country code as
You can also add test users or set up an initial list of users from a CSV file. The file needs to have a name for each column in the first row (or column header). A column for
user_id is required and custom Profile Attributes can also be set by adding more columns to the file with the data and including the attribute name as the column header.
There are a number of reserved field names that map to system attributes. These are listed in the Attributes guide.
Below is a sample CSV which demonstrates the system attributes, and includes a custom attribute called first_name:
Your CSV file must follow the standard format, which most desktop software will do automatically.
If you need to configure your CSV format, fields should be separated by commas, and quoted using double-quotes when containing reserved characters. Technical details can be found in RFC 4180.
Files uploaded to Xtremepush must always be saved using UTF-8 encoding. This allows any extended characters such as those with accents to be correctly processed by the platform
To import the file, go to Data > User Profiles and click the Import User Profiles button. This process has two steps to select the data source and to map the columns to attributes.
After giving the import a name, choose the data source:
- The File Storage option allows users to import files from an SFTP siteSFTP site - A file hosting solution which uses Secure File Transfer Protocol as the mechanism to allow access to read and/or write files, so that all communication is encrypted. configured in Integrations marketplace, which is useful to run imports from a third party platform.
- Select Upload to choose a CSV from your computer.
Follow these recommendations to avoid common issues when importing user profiles:
- Trim leading and trailing spaces from field values.
- Avoid blank values, unless specifically trying to remove existing values when updating existing profiles.
- Use consistent casing for identifiers (such as email or user ID). For example, if user profiles have been created as
user123, subsequent imports used to update users must continue using
user123and not a different casing such as
Once that you have imported the file from either data source, click on Next Step to map the data.
If the CSV headers exactly match the attribute names, the data for the user profiles will be mapped to fields automatically. Otherwise, users can choose to not import the data for that column altogether (this option is selected by default (Don't import)) or map the data to the desired field by selecting it from a drop-down menu.
It is only possible to select existing attributes in the project, so make sure to create any desired profile attributes before importing user profiles.
Once you have completed mapping the columns of the CSV file, click on Run import to complete it.
A regular import of user profiles from a third party platform can be set up using Automated imports.
To keep user profiles in sync with your own backend system, we recommend using the API.
The API method for importing user profiles can be found in the User Profile Import API reference.
You can find general information on the Xtremepush APIs in the External API Overview.
Updated about 2 months ago