Creating a new import profile
Why does OpenEMM need an import profile? CSV files often come from many different sources and are created by a variety of programs. The format of the data is, however, identical in almost all cases. So that you do not have to enter this parameter every time you import a CSV file, OpenEMM offers the possibility of storing these settings in an import profile. Once created, the import profile will save you a lot of time. When importing customer data via a CSV file, you only need to select the appropriate import profile – OpenEMM then carries out the upload automatically.
An import profile contains all the necessary information necessary to read a CSV file. With this information, OpenEMM assigns the fields of your CSV file to the correct category such as name, e-mail or birthday, and transfers the customer data to the OpenEMM database.
To create a new import profile, in the navigation bar click on Recipient, Import and then switch to the New import profile tab. In the dialog that follows, you determine the parameters of your import profile.
Fig. 4.10: An import profile defines in detail how OpenEMM should handle the CSV data when importing it into its database.
In the Name field enter a meaningful designation for the new import profile. The clearer the name, the easier it is for you and others to select the appropriate profile when importing CSV files.