#Bento import idatabase how to#

Next you’ll be able to select or remove the fields you want to add to your subscribers. Once you've done that you'll see a preview of your file: If you would like to see an example file, click on the handy 'Download a sample CSV here' link within the modal. Now that you've got your CSV nicely formatted and ready to go, you can go ahead and import it by either dragging and dropping your file into the drop zone or by clicking in the drop zone and selecting your file. Separating values by plus: customer+lead+friend.Separating values by comma: customer,lead,friend.You can also separate your tag values by a couple of different options: Dates as timestamps: If you want your dates to be formatted as a timestamp, you can either end your header name with _at ('last_visited_at') or date ('birthday_date').Custom fields have a key and value, with the key being your column header and the value is given to each individual contact where relevant (the first & last name example above is classed as custom field). Custom Fields: We highly recommend making use of custom fields in Bento as they help you describe who your contacts are in more detail.

#Bento import idatabase how to#

You can read more about how to use tags in Bento here and how to keep your tag names organized here.

Tags: You can add a single tag or multiple tags to your contacts (see how to separate multiple tags below).

First & Last Name: To add a contact's name to their profile in Bento, you'll need to add 'first_name' and 'last_name' columns to your CSV.

Once you've selected an option, click Select Command.īefore we import any data, let's run through some of the options you have for your column headers: If your contact passes the spam check, they will be marked as 'Validated' and will have a blue tick next to their name in their profile.įor our scenario of importing new subscribers, we're going to select Create or find and merge. emails that are 50 characters long or contain many numbers).

Validate: Bento will run a more aggressive spam check against your contacts based on patterns we've seen in the wild (I.E.

Unsubscribe: Select if you have subscribed contacts that you want to unsubscribe.

Subscribe: Select this option if you either wish to add new subscribers or have unsubscribed contacts in Bento that you want to resubscribe.

Also, this option won't resubscribe an existing contact.

It's important to note that if there are changes to existing contact data in Bento within your file, the data currently in stored for the contact in Bento will be overridden with the new data in the file you're importing. Create or find and merge: This option will either create a subscriber if the contact doesn't exist in Bento, or if the contact does exist, Bento will merge the data in your CSV with the data currently held for the contact in Bento.Next you'll need to select a command, but you'll have a number of options to choose from: In the modal, under Import Data, click Get Started. Here's how:įirst of all make sure you’re on the People > All Visitors page and then click the Import Subscribers button which will open a modal. If you’re moving to Bento and not starting entirely from scratch then you're going to want to import your subscribers.