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.
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.
Steps for Uploading User Data
Step 1: Upload Your CSV File
Click on the Upload a New File button.
Select or create a data source and add a description (optional).
Upload the CSV file using one of the following methods:
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
Align each column from the uploaded file with the appropriate user attribute from the system.
Use the drop-down menu to select an attribute or skip columns that don’t correspond to any fields.
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
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
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.
Sample CSV File Structure
user_id
phone
city
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.
Limitations
Data Types: Only Boolean, Number, String, and Date are supported.
No Array or Map Support: These data types are not permitted.
String Length: Maximum length is 1000 characters.
Header Limitations: Headers must not be empty or null.
File Size: Maximum CSV file size is 200MB.
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.
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.
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