Skip to main content
Prepare a file in the right format and upload it to add actions to customers in bulk. Imports run under Customer Data Platform → Imports. Click New import to open the settings.

​
Step 1. Choose the import type

Pick the import type — Orders and actions → Actions.
Each row in the file creates a new action on a customer. Import doesn’t change or delete existing actions.

​
Step 2. Prepare and upload the file

Work out which fields you need. The file has to contain at least one customer identifier. Export the data from your source system and build the file. Use the first row for field names — the wording is up to you.
  • Format: .csv or .txt.
  • Check that the values match the allowed formats.
See Preparing a file for import for the full set of recommendations. Upload the file and click Continue.

​
Step 3. Map the file’s fields

Maestra Platform maps the file’s columns to its own fields automatically. Adjust the mapping if you need to:
  • In the Import column, tick the fields you want to load. Unticked columns are skipped.
  • In the Maestra field column, map each file column to a field on the account. Optional fields left unmapped are skipped.
If a custom field you need doesn’t exist yet, create it with the Create custom field button.
Click Continue.

​
Step 4. Configure the import

This step sets the action parameters shared by every row in the file. Any of them can be moved into the file instead, so each row gets its own value.
  • Data source — the integration point the data came through. Affects how the customer’s actions are attributed.
  • Touchpoint — the channel or integration the action is tied to. By default it’s derived from the integration point. You can set it manually or pass it in the file.
  • Brand — available on multi-brand accounts. Which brand the action was performed under.
  • Action — the template the actions are created from. Determines the category and how flows handle them.
  • Comment — a description of the import. Makes it easier to find in the list later.

​
Setting the action template

If the template you need doesn’t exist yet, create it in advance or from the link on the import page.
  • Every row uses the same template — set the action template in the import settings and it applies to every row in the file.
  • Rows use different templates — leave it unset in the import settings and put an Action template system name column in the file.

​
Setting the touchpoint

If the touchpoint you need doesn’t exist yet, create it in advance or from the link on the import page.
  • Every row uses the same touchpoint — pick the integration point that carries it, or set the touchpoint explicitly in the settings.
  • Rows use different touchpoints — leave it unset in the import settings and put a Touchpoint external ID column in the file.

​
Step 5. Review and start the import

Before you start, Maestra Platform shows the first rows of the file with the mapping already applied. Check that the data looks the way you expect — that the right values landed in the right fields. If everything’s correct, click Start import.

​
How to track the import

Once started, the import appears in the list on the Import page. For each task you’ll see:
  • start date,
  • import type,
  • source file with its comment,
  • load progress,
  • rows imported and errors,
  • who started it.
If errors came up during the import, some rows were skipped. Open the import details to see which rows had a problem and why. Fix them in the file and run the import again.

​
The result

Once the task finishes, the actions show up in customer profiles and are ready to use in segmentation, campaigns, and analytics.