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Documentation Index

Fetch the complete documentation index at: https://help.maestra.io/llms.txt

Use this file to discover all available pages before exploring further.

The Settings → Import section lets you bulk-upload data into your project: customers, orders, products, loyalty cards, and other entities. When to use it:
  • Migrating data from another system
  • Bulk-fixing existing records
  • Loading data for new promotions and campaigns

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How import works

1

Choose the entity you want to work with and the specific action you'd like to perform.

For example, you might select Customers as your entity type and Merge customers as your action. Check out the Import types section below for a full list of supported entities and actions.
2

Decide which fields to send

  • Required — core fields, without them the import will not run.
  • Required-if — at least one field from the group must be present. For example, a customer must always have an email, mobile phone, or one of the supported identifiers.
  • Optional — extra data you may want to include (birthday, custom fields, etc.).
3

Prepare your file

Follow the file requirements below.
4

Upload the file

Drag-and-drop or browse to your .csv or .txt file.
5

Start the import and track it

Watch progress and results in the list of imports.
Each import type requires its own set of permissions. See the permissions reference for details.

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File requirements

ParameterValue
Format.csv or .txt
EncodingUTF-8, UTF-8 with BOM, or Windows-1251
DelimiterAny single character (commonly , or ;)
Text qualifierAny (double quotes " recommended)
SizeUp to 2 GB
File nameUp to 400 characters; cannot contain \ / : * ? " < >
For step-by-step guidance, see Preparing a file for import.

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Import types

The list of imports available under Settings → Import keeps growing.

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Customers

  • Add and edit — creates new customers and updates existing ones.
  • Edit existing — updates existing customers only; new records are not created.
  • Merge customers — merges customer profiles by Maestra ID. The primary profile is kept and data from the second profile is transferred into it.

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Customers and their cards

  • Add and edit cards and customers — import customers together with their loyalty cards.

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Blocklist

  • Import to blocklist — adds contacts to the blocklist.
  • Remove from blocklist — removes contacts from the blocklist.
Adding contacts to the blocklist does not stop campaigns from sending to them. After the import, either delete those customers or clear the contact values on their profiles.

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List of imports

The Settings → Import page shows every import in the project — completed, running, and drafts. For each import you can see:
  • Import type
  • Author
  • Date and time the import was started