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To merge customer profiles in your project, prepare a correctly formatted file and run an import. Merging gives you a single unified customer profile and consolidates all activity under one record. If you need to record a different data source for the merge, use the advanced settings. Imports run from Settings → Import. Click New import to open the wizard.

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Step 1. Choose an action

  1. Pick the import type — Customers.
  2. Pick the action — Merge customers.

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Step 2. Prepare and upload the file

  1. Decide which profiles you want to merge.
  2. The file must include these required fields:
    FieldDescription
    ResultingCustomerIdsMindboxIdMaestra ID of the primary customer — the profile that will remain after the merge.
    CustomersToMergeCustomerIdsMindboxIdMaestra ID of the customer whose data will be merged into the primary profile.
  3. Prepare the file. Put column headers (field names) in the first row.
    • Format: .csv or .txt
    • Recommended encoding: UTF-8
    See Preparing a file for import for details.
  4. Upload the file and click Continue.

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Step 3. Configure the import

On this step you can set one additional parameter — the data source (integration point). The data source indicates where the data originated and affects how customer actions are attributed. The default is “Maestra Platform admin panel.” If the data source you need doesn’t exist yet, create it ahead of time or from the link on the import page.

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Step 4. Review and start the import

Before launching, Maestra Platform shows the first rows of your file with the mapping applied. Confirm that values land in the correct fields. If everything looks right, click Start import.

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Tracking the import

After it starts, the import appears in the list on the Import page. Each job shows:
  • Date started
  • Import type
  • Who started it
If errors occurred, some rows will have been skipped. Open the import details to see which rows failed and why.