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A channel groups touchpoints together. Channels themselves can also be grouped. You can add channels one at a time through the interface, following How to create a channel, or import them in bulk from a CSV file.
Import can only create child channels. The parent channel has to already exist in your account.
To load channels into your account, go to Customer Data Platform → Imports. Click New import to open the import settings.

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Step 1. Choose what to do with the data

Pick the import type — Reference data → Channels.

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Step 2. Prepare and upload the file

Work out which fields you need.

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Fields for loading new channels

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Fields for editing existing channels

Find the parent channel under Settings → Customers and actions → Channels.
Build the file. Use the first row for the names of the fields you’re loading data into — the wording is up to you.
  • File format: .csv or .txt.
See Preparing a file for import for the full set of recommendations. Upload the file and click Continue.

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Step 3. Map the file’s fields

Maestra Platform maps the file’s fields to its own automatically. Check the result and adjust it by hand 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.
Click Continue.

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Step 4. 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.
  • Add an import comment if you want one.
  • Start the import.

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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.

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The result

Once the import finishes, the channels show up in the data section. For creating touchpoints, see how to add and how to import touchpoints.