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SOLVED

Importing a list of emails to Profiles without overriding existing Profiles

jackmcc1
Level 1
Level 1

Hi,

 

I'm trying to import a list of email addresses from a competition I've run (with email opt in explicitly requested). I'd like to add these emails to my profiles, without overriding existing customers details.

I have the emails in a csv list.

When I import them and the update profiles (insert only - no updates), I get an error because a few thousand of the emails already exist (existing customers that entered the competition). This stops the uploading of the new emails (new customers who don't exist yet in Profiles but have entered the competition).

I tried to exclude the existing emails in Profiles but the exclusion fails.

 

How do I upload new emails from a csv file without overriding existing profile data?

1 Accepted Solution
Vapsy
Correct answer by
Employee
Employee

Hi Jack,

This can be accomplished by doing a setup similar to the one described below:

  1. Load the file
  2. Dedup based on email_address
  3. Feed this incoming data to two transitions using a FORK activity
    • First transition will reconcile incoming data with existing profiles to identify which of these already exist. It will also discard those which do not have a matching profile.
  4. Exclude the records found in 3.1) from the second transition created at step -c). Output will contain only those that need to be inserted

Hope this helps.

Regards,

Vipul

View solution in original post

1 Reply
Vapsy
Correct answer by
Employee
Employee

Hi Jack,

This can be accomplished by doing a setup similar to the one described below:

  1. Load the file
  2. Dedup based on email_address
  3. Feed this incoming data to two transitions using a FORK activity
    • First transition will reconcile incoming data with existing profiles to identify which of these already exist. It will also discard those which do not have a matching profile.
  4. Exclude the records found in 3.1) from the second transition created at step -c). Output will contain only those that need to be inserted

Hope this helps.

Regards,

Vipul

View solution in original post