Preview and Validate the Import File
Before importing profiles, the system validates the file and displays a preview of the records. The preview helps you identify formatting and data issues before the import begins.
How the Preview Works
Upload the import file.
The system parses the file and displays a preview of the first 20 records.
Review the preview for validation errors and warnings.
Correct any issues in the file and upload it again if necessary.
Run the import.
After processing completes, the system displays the number of records successfully imported.
The preview validates both the file structure and the data contained in each column.
Validation Type | Description |
|---|---|
File format validation | Verifies that the CSV file structure matches the expected format. |
Column validation | Verifies that each column contains data in the expected format. |
Data type validation | Verifies that field values can be parsed correctly based on the field requirements. |
Example: Invalid Data Format
If a field expects a date in the MM/DD/YYYY format, but the file contains a date in the YYYY-MM-DD format, the system cannot parse the value correctly.
In this case, the preview displays a parsing error so that you can correct the data before importing the file.
Attribute Name Standardization
During import:
All incoming attribute names are converted to lowercase.
This standardizes profile attributes across imports, preventing duplicate attributes caused by mixed-case column names.
Import Validation Updates
Unsupported Attributes
During import, the system compares incoming columns with the configured profile schema.
Attributes that do not exist in the schema are not stored in the profile database. The ignored attributes are displayed with an "(ignored)" label during preview.
A yellow warning banner is displayed when channel validation issues occur. The warning banner applies only to:
Phone
Warnings allow the import to continue when at least one valid channel exists.
New Profile Import Rules
Profile ID | Phone | System Action | Result | |
|---|---|---|---|---|
Missing | Any | Any | Error | Import blocked |
Present | Invalid/Missing | Invalid/Missing | Validation error | Import blocked |
Present | Valid | Invalid | Warning for invalid channel | Import proceeds |
Present | Invalid | Valid | Warning for invalid channel | Import proceeds |
Present | Valid | Valid | No warning | Import proceeds |
Phone Number Validation Rules
Allowed Characters
After trimming whitespace, phone numbers can contain only:
Digits (0-9)
Plus sign (+)
Opening parenthesis (()
Closing parenthesis ())
Hyphen (-)
Examples:
Value | Result |
|---|---|
+1 (503) 555-0101 | Valid |
503-555-0101 | Valid |
call 503-555-0101 | Invalid |
503.555.0101 | Invalid |
US Number Normalization Rules
Length | Validation |
|---|---|
10 digits | Valid |
11 digits | Valid only if the first digit is |
Any other length | Invalid |
NANP Validation Rules
The phone number must follow the format:
NXX-NXX-XXXX
Where:
N = digits 2–9
X = digits 0–9
Validation rules:
Area code (first 3 digits) must start with 2–9
Exchange code (next 3 digits) must start with 2–9
Line number (last 4 digits) can contain any digits
File Processing and Error Handling
If the system detects errors during validation, it displays them in the preview results. Review and correct these errors in the import file before proceeding with the import.
After the import finishes, the system displays the total number of records that were imported successfully.
Failed import files are moved to an /error folder within the processed bucket.