Importing Customer Data from CSV

A key component in leveraging metrics in Moesif is identifying calls by user and/or company. Using CSV import, you can enrich user and company data in Moesif with your business data. This enables you to import customer demographics, subscription status, or other business information readily available in another system, such as your CRM.

If a user or company already exists in Moesif, any new columns in your CSV will be merged with their existing profile in Moesif. This means that you will not need to worry about data duplication. One thing to note is that the customer’s UserId and CompanyId (if configured) must match between the CSV and what’s already in Moesif.

Importing Users via CSV File

Create or generate a CSV file containing user attributes like name or job title, per the sample format provided below:

Showcase of Fields and Data in Excel to be exported to CSV

Ensure that your CSV includes a column labeled “user_id.” If you want to use behavioral emails or automatic enrichment features, you’ll need to have an “email” column as well.

Importing the CSV in Moesif:

  1. Navigate to the Settings menu by clicking the user name in the bottom left of the screen.
  2. Next, click on the Installation menu option and select Import Customer Data in the top right of the screen.
  3. Under the Track Users options on the screen’s left side, select Import CSV as shown below.
  4. Then, ensure that the selection is set to Track Users on the top-right of the Import CSV screen.
  5. Lastly, you can either drag and drop your CSV file onto the screen or click Select A CSV File to upload the file.

Settings screen showing user csv import

After uploading the user CSV file, you can choose to either map the uploaded data fields to existing user profile fields or create a new field. To create a new field, simply enter the desired field name in the provided form and press “enter.”

In the example below, two new fields, metadata.title and metadata.org are created.

Settings screen showing user csv imported

Once the user import process is complete, you can view the details of the newly imported users in the User Lookup table.

Settings screen showing user csv imported

To view the updated metadata fields, go to the user profile page and under the …More Actions menu, select Show JSON Data.

Settings screen showing user csv imported

Importing Companies via CSV File

Create or generate a CSV file containing company information, as per a sample format provided below. Ensure that your CSV includes a column labeled “company_id”.

Showcase of Fields and Data in Excel to be exported to CSV

If you want to leverage Moesif’s automatic enrichment feature, you’ll want to set a “company_domain” column.

Importing the CSV in Moesif:

  1. Navigate to the Settings menu by clicking the user name in the bottom left of the screen.
  2. Next, click on the Installation menu option and select Import Customer Data in the top right of the screen.
  3. Under the Track Companies options on the screen’s left side, select Import CSV as shown below.
  4. Then, ensure that the selection is set to Track Companies on the top-right of the Import CSV screen.
  5. Lastly, you can either drag and drop your CSV file onto the screen or click Select A CSV File to upload the file.

Settings screen showing company csv import

After uploading the user CSV file, you can choose to either map the uploaded data fields to existing company profile fields or create a new field. To create a new field, simply enter the desired field name in the provided form and press “enter.”

In the example below, three new fields, “metadata.plan_name”,”metadata.employee_count” and “metadata.mrr,” are created.

Settings screen showing company csv imported

Once the company import process is complete, you can view the details of the newly imported companies in the Company Lookup table.

Settings screen showing company csv imported

To view the updated metadata fields, go to the company’s profile page, click the …More Actions menu and select Show JSON Data. The output should be similar to the example shown below.

Settings screen showing company csv imported

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