File upload

The File Upload feature in Organon allows you to manually consolidate offline or historical user data by uploading CSV files. This functionality enables you to import new user profiles into the system or update existing ones, facilitating seamless data transitions and bulk updates without needing engineering assistance.

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The File Upload feature is essential for:

• Onboarding historical data when transitioning from other platforms to Organon.

• Mass updating user attributes, such as phone numbers or addresses.

• Periodic data synchronization with Organon without technical assistance.

Uploaded CSV files must include system attributes and predefined fields that define user profiles (e.g., user_id, email, phone). These attributes are critical for creating or updating users in the database.

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Steps for Uploading User Data

Step 1: Upload Your CSV File

1. Click on the Upload a New File button.

2. Select or create a data source and add a description (optional).

3. Upload the CSV file using one of the following methods:

4. Automated File Upload:

   • Fast upload (10-12 minutes) for immediate use.

   • Assisted File Upload:

     • The Organon Data Team processes your file within 24-72 hours, ideal for unsorted or engineering-dependent data.

Step 2: Validate and Upload

After uploading, Organon performs initial validations:

• File Name: Must be fewer than 100 characters.

• File Size: Should not exceed 200MB.

• File Format: Must be CSV.

• Headers: The first row must contain headers (not empty or null).

If validations pass, you will proceed to configure the columns.

Step 3: Configure Columns in the CSV

1. Align each column from the uploaded file with the appropriate user attribute from the system.

2. Use the drop-down menu to select an attribute or skip columns that don’t correspond to any fields.

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Understanding User Profile Data

User profiles in Organon are defined by system attributes, such as:

Attribute Name	Data Type	Description
user_id	String	Unique identifier for each user
first_name	String	First name of the user
last_name	String	Last name of the user
birth_date	Date	User’s birth date (in YYYY-MM-DD format)
gender	String	Values: male, female, or other
email	String	User’s email address
phone	String	User’s phone number
email_opt_in	Boolean	false if the user opted out of emails
sms_opt_in	Boolean	false if the user opted out of SMS
push_opt_in	Boolean	false if the user opted out of push notifications
whatsapp_opt_in	Boolean	false if the user opted out of WhatsApp
created_at	Date	Date the user profile was created
modified_at	Date	Date the user profile was last modified

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Rules for CSV File Preparation

• Attribute Data Types: Supported types include Boolean, Number, String, and Date.

• Attribute Name: Maximum length of 50 characters.

• String Values: Up to 1000 characters.

• Headers: The first row must contain headers with no blank values.

• Empty Values: Leave cells empty (do not enter "NULL").

• Unique User IDs: Each user must have a unique user_id.

• File Size: Maximum file size is 200MB.

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Sample CSV File Structure

user_id	email	phone	city
63469	[e-mail]	[phone]	Bangalore
63989	[e-mail]	[phone]	Florida

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Overview of the Upload Process

The File Upload Dashboard provides:

• File Upload Option: Upload a new CSV file.

• File History: View or download previously uploaded files for reference.

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Limitations

1. Data Types: Only Boolean, Number, String, and Date are supported.

2. No Array or Map Support: These data types are not permitted.

3. String Length: Maximum length is 1000 characters.

4. Header Limitations: Headers must not be empty or null.

5. File Size: Maximum CSV file size is 200MB.

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When to Use Automated vs. Assisted Upload

• Automated Upload: Use this option when the data is sorted and ready for immediate segmentation. The upload process completes within 10-12 minutes.

• Assisted Upload: Ideal for complex data files requiring manual intervention or preprocessing by Organon’s Data Team. This process can take 24-72 hours.

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The File Upload feature in Organon simplifies the process of importing and managing user data, ensuring seamless synchronization and updates. Whether you are transitioning from another platform, making mass updates, or periodically syncing user data, the automated and assisted upload options provide flexibility and convenience.