Uploading Customers

Score CRM supports bulk customer imports through CSV file uploads. The platform is optimized to process 100,000 rows in under 30 seconds.

CSV Format

Your CSV file must include an email column. All other columns are optional:

Standard Fields

Column	Required	Description
email	✅ Yes	Customer's email address (unique identifier)
first_name	No	First name
last_name	No	Last name
phone	No	Phone number
city	No	City
country	No	Country (2-letter ISO code recommended)
score	No	Numeric score value

Custom Fields

Any column in your CSV that doesn't match a standard field name is automatically treated as a custom field. Custom fields are stored as key-value pairs and can be used in segmentation, merge tags, and personalization.

Example CSV with custom fields:

email,first_name,last_name,city,country,plan_type,signup_date,lifetime_value
john@example.com,John,Doe,New York,US,premium,2024-01-15,250.00
jane@example.com,Jane,Smith,London,UK,free,2024-03-20,0

In this example, plan_type, signup_date, and lifetime_value are stored as custom fields.

Upload Process

1. Navigate to Customers → Uploads
2. Select the target list you want to add customers to
3. Click Upload CSV and select your file
4. The system validates and processes the file
5. View the upload result in the history table

What Happens During Upload

1. Validation: The system checks for a valid email column and validates email formats
2. Deduplication: If a customer with the same email already exists, their data is updated (upserted) with the new values
3. List Mapping: Each customer is associated with the selected target list
4. Custom Fields: Non-standard columns are stored in the customer's custom fields map

tip

Since emails are used as the unique identifier, uploading the same email to multiple lists simply adds the list association — it doesn't create duplicate customer records.

Upload History

The Uploads page shows a history of all uploads with:

• Upload date and time
• Target list name
• File name
• Number of rows processed
• Status (completed, failed, processing)

Handling Errors

Common upload issues:

Issue	Solution
Missing email column	Ensure your CSV has a column named exactly email
Invalid email formats	Check for malformed addresses; invalid rows are skipped
File too large	Split your file into smaller chunks (recommended: under 200K rows per file)
Encoding issues	Save your CSV as UTF-8 encoding

Best Practices

• Always include email: It's the only required and non-editable field
• Use consistent column names: Keep the same headers across uploads for consistent custom fields
• UTF-8 encoding: Ensure your CSV is saved in UTF-8 to handle international characters
• Test with small files first: Upload a sample of 10-100 rows before importing your full list
• Deduplicate beforehand: While Score CRM handles upserts, cleaning your CSV first speeds up processing