Import Customers into Conversational Connect (Jumper.ai) CRM via File

Objective

Import Customers into Jumper.ai CRM via File

Applies To

• Jumper.ai
• Conversational Connect
• Customers
• CRM
• Contacts

Prerequisite

Make sure to connect the channels (WA, RCS, SMS) before starting the import process.

Procedure

Upload

1. Go to Customers → Import Customers
   Note: You can import up to 100K customer records at a time in the following file formats:
   .csv, .xls, .xlsx, .tsv
   
   
    

   The Import Customers pop-up window will appear which lets you bulk upload customer details in a simple 3-step process:

   Upload - Select your file and channel.
   Label  - Map your file columns to the system fields.
   Complete - Confirm your import.
   
   

2. Download the Sample File
   Click on the Click here URL to download the sample file.
   
   
    
3. The sample is available in .csv, .xls, .xlsx, and .tsv formats.
   
   
    
4. Open the file in your preferred format to start editing.

5. Add your customer details in the file. 

   The mandatory columns are:

   Column Name	Description	Example
   countrycode	Mobile number country code	65 ( Singapore)
   mobileNumber	Mobile number	912345678
   firstName	First name	John
   lastName	Last name	Martin

   
   
   
   Optional Fields:

   Tags:
   Add a column named TAG to include customer tags.
   Limits: Max custom tags per account: 60
   Separate multiple tags using the @ symbol. (eg.: tag1@tag2@tag3)
   
   
   
   Example: PremiumMember@Fashion@Electronics.
   
   

   Custom Data Fields:

   Add columns with any custom name to store custom data in the customer profile. For example, the sample file includes two columns named custom_field_1_name and custom_field_2_name. You can add as many custom fields as needed to store additional information.
   Limits: Max custom data fields per account: 240
   
   
   
   Examples:

   Gender →  Male

   Membership → Platinum
   
   

6.  Upload the File
7. In the Import customers screen, select your preferred channel (RCS, WhatsApp, SMS)
8. Click Upload file and select your prepared file.
9. Click Next.
   
   

Label

On the Label fields screen:

1. Mapping: Map each column from your file to the corresponding Label field in the system. Examples include:
   1. Country Code
   2. Mobile Number
   3. First Name
   4. Last Name
   5. Email
   6. Tags
   7. Custom Fields
2. File Delimiter:When importing a file, the system automatically detects the delimiter used to separate data fields (e.g., comma, semicolon, tab). You can manually change the delimiter if your file uses a different separator.
3. Skip Rows: If your file contains header information, instructions, or other non-data rows at the top, use the Skip Rows setting to ignore them during import. Example: If the first 2 rows contain notes or headers, set Skip Rows to 2 so the import starts from row 3.
4. Handling Duplicate Records: The system checks for duplicates when importing customers. A duplicate is defined as any record containing a mobile number that already exists in the Customers database.
5. You have two options for handling duplicates:

1. Merge:Updates the existing customer profile with the new data from your file. Any new fields or updated values will overwrite the old ones.
   Tip: Use Merge if you want to refresh existing customer data.
2. Discard:Skips the duplicate record and keeps the existing customer profile unchanged.
   Tip: Use Discard if you want to ensure no changes are made to existing profiles.

6. Final Step: After confirming your mappings, click Import to start the process.
   
   
    

Complete

Once the Import process starts, the dashboard will switch to a confirmation screen. This screen indicates that the upload is complete.

Check Import Status

You can also monitor the progress and outcome of your file upload by clicking the Import Status option.

This will open a window displaying:

• File name - The name of the file uploaded for import.
• Imported by -  The email address of the user who performed the import.
• Imported on - The date and time the import was performed.
• Status -  The results of the import, including:
  • Successful - Number of customer records imported successfully
  • Failed - Number of records that failed to import, with an option to download the failed list for review and correction.

Note: Only files from the last 7 days will appear in this window.

View Imported Customers

After importing the customers, please wait for 30-45 minutes and then simply reload the page to view your newly imported customers.

Click the View icon to see the imported customer’s information.

On this screen, you can review customer tags and customer data field values assigned during import, and verify that all information, including tags and custom fields, has been imported correctly.