CSV - Client Onboarding

Client Onboarding
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Importing Data
CSV
Amazon S3
Data Validation
Event Inspector
CSV
File Formatting
Values that are blank,"" or null will DELETE the field value.
For example, if you upload a file with a gender column and customer record without that column filled will erase what is presently on the customer record.
Values must be UTF-8 encoded
Values must be comma delimited
Records must end with a newline (\n)
Any value may be optionally quoted via double quote (") characters
Any field containing a double quote must be quoted. The escape character for an embedded quote is a second quote character. (For example: "Customers think this product is ""Amazing!""")
Each record must contain exactly the same number of fields as the header does
No carriage return (\r) or newline (\n) may exist within a record
Date / Time fields must be formatted as follows:
Date Format
Examples
Unix Timestamp / Epoch
1435708800
​ISO 8601​
2019-04-11T18:43:29+00:00
2019-04-11T18:43:29Z
2019-04-11
%Y-%m-%d %H:%M:%S%:z
2014-09-01 13:34:08+00:00
%Y-%m-%d %H:%M:%S
2014-09-01 13:34:08
'%m/%d/%y %H:%M
09/01/14 13:34
%m/%d/%y %H:%M:%S
09/01/14 13:34:08
%m/%d/%Y %H:%M:%S
09/01/2014 13:34:08
%m/%d/%Y %H:%M
09/01/2014 13:34
If time and time zone are not provided the time is assumed be 12am UTC.
Error Handling
Any record that contains an invalid field will be ignored. If more than 1% of the data is invalid, the entire file will be rejected. The Activity Log will show the status of the uploads, any errors generated, and a success entry if the data is loaded successfully.
File Naming
Object
File Name Prefix
Products
zaius_products
Customers
zaius_customers
Orders
zaius_orders
Events
zaius_events
Lists
zaius_list
Where to upload?
UI
1.
Go to Account Settings -> Integrations​
2.
Select Upload CSV -> Browse
3.
Select the file that follows the file name and format conventions outlined below
Files can also be imported via Amazon S3:
Amazon S3
Examples & Samples
The files below are only basic examples. 
Refer to the Zaius schema section to learn about all available default fields and creating custom fields & objects.
Customers
Get more information about the contents of a customer file here.
zaius_customers_example.csv
85B
Text
Products
Get more information about the contents of a product file here.
zaius_products_example.csv
404B
Text
Orders
Get more information about the contents of an orders import here.
zaius_orders_example.csv
774B
Text
Shared Fields
action
value should be one of purchase | refund | return | cancel
order_id (REQUIRED)
ts (REQUIRED)
identifier (REQUIRED - any identifier is accepted)
Order Summary Fields
total
discount
subtotal
tax
shipping
coupon_code
first_name
last_name
bill_address
ship_address
Order Line Item fields (and the associated events) cannot be updated in the future, only summary fields (for refunds, returns, cancellations).
Order Line Item Fields (one row per line item)
item_product_id
item_sku
item_price
item_quantity
item_discount
item_subtotal
Prefix all custom event fields with item_ to indicate the field exists on the Event object, otherwise it will be assumed you attempting to update the Orders object.
Events
Get more information about the content of events imports here.
zaius_events_example.csv
179B
Text
Lists
Get more information about the content of lists imports here.
Uploading a List file without an "action" column assumes a subscription for each email
Upload to Single List
zaius_list_yourlistidhere.csv
59B
Text
Upload to Multiple Lists
zaius_list_example.csv
89B
Text
Custom Objects
Get more information about the content custom object imports here.
Replace customobject with the name of the custom object
zaius_customobject_example.csv
94B
Text
All custom object updates must include the primary key (or keys in the case of composite keys) in the file (e.g. id)
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Amazon S3
Last modified 11mo ago
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