Upload customer info

Add and update customer information in bulk from a file.

Uploading customer information creates new customer records and updates existing records (for records with the same email address and/or telephone number).
Important: Customer records are automatically created when Medallia Experience Cloud feeds invitations to Medallia Conversations. In practice, the only reason to upload customers via this method is for testing purposes.

For details about the structure of the file to upload, see Conversations CSV file format.

  1. Open the Customers list.
  2. Click Upload Customers and select To Customers List.
    Upload Customers dropdown has two options: To Customer List and To New Segment
  3. Upload the file.
    • Drag the file from your computer on to the dropzone, or
    • Click the dropzone to open the file browser and select the file on your computer.
    Screen capture highlighting the dropzone
    Wait for th upload to finish.
  4. Click Save to update the customers list.
    Report of successful upload and call out to Save button
The new and updated customers now appear in the Customers list.