---
title: "Schema Configuration"
slug: "view-schema"
updated: 2026-04-22T13:06:30Z
published: 2026-04-22T13:06:30Z
canonical: "help.csgi.com/view-schema"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.csgi.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Schema Configuration

Use this procedure to define a customer profile schema. The schema ensures data is structured correctly so profiles can be created and used across channels.

> ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A55Z&se=2026-10-26T14%3A18%3A55Z&sr=c&sp=r&sig=oPyff9oaHM8IIS7oOUTq5UO1AR4FNdEJ6cVEgrdHemA%3D)
> 
> Before you begin ensure that:
> 
> You have a CSV file containing customer profile data.
> 
> The CSV file includes at least one unique identifier per profile (for example, profile_id, email address, or phone number).

- From the **left navigation bar**, select the **Profiles** icon (represented by a person icon on the left side of the screen).
- The **Profiles** landing page is displayed.
- If no profiles exist, the page shows:

> ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A55Z&se=2026-10-26T14%3A18%3A55Z&sr=c&sp=r&sig=oPyff9oaHM8IIS7oOUTq5UO1AR4FNdEJ6cVEgrdHemA%3D)
> 
> **No profiles found.**
> 
> Set up schema and upload a CSV file to import customer profiles.

- Select **Get Started** at the bottom of the page.

![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/No profiles get started.jpg?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A55Z&se=2026-10-26T14%3A18%3A55Z&sr=c&sp=r&sig=oPyff9oaHM8IIS7oOUTq5UO1AR4FNdEJ6cVEgrdHemA%3D)

- You are redirected to **Prepare and import data**.
- At the top of the page, a progress indicator shows:

**Step 1**: **Schema Definition** (active)

**Step 2**: **Profiles Import** (inactive)

**Unique Identifier**

- In the Unique Identifier section an attribute such as **profile_id** is displayed by **default**.

> ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A55Z&se=2026-10-26T14%3A18%3A55Z&sr=c&sp=r&sig=oPyff9oaHM8IIS7oOUTq5UO1AR4FNdEJ6cVEgrdHemA%3D)
> 
> A unique identifier is mandatory and is used to distinguish one profile from another.

- Review the following columns:

**Attribute** – The field name used as the unique identifier.

**Type** – String by default.

**Format** – Not selected by default.

**Action**– Click Primary email or Primary Phone number. The selected option gets highlighted. The Primary Phone Number label is used for mobile communication channels such as SMS.

> ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A55Z&se=2026-10-26T14%3A18%3A55Z&sr=c&sp=r&sig=oPyff9oaHM8IIS7oOUTq5UO1AR4FNdEJ6cVEgrdHemA%3D)
> 
> The Type, Format and Action are interdependent and vary as per the choice of selection from the Type dropdown menu.

![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/configure schema(1).gif?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A55Z&se=2026-10-26T14%3A18%3A55Z&sr=c&sp=r&sig=oPyff9oaHM8IIS7oOUTq5UO1AR4FNdEJ6cVEgrdHemA%3D)

- Scroll to the **Schema Configuration** section.
- Select **+ Add** to add profile attributes.

> ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A55Z&se=2026-10-26T14%3A18%3A55Z&sr=c&sp=r&sig=oPyff9oaHM8IIS7oOUTq5UO1AR4FNdEJ6cVEgrdHemA%3D)
> 
> The attribute Format is used for Date, DateTime, and List types, and indicates how to parse the input from a CSV file (e.g., YYYY-MM-DD)
- For each attribute:
  - Enter the **Attribute name** (must match the CSV column header).
  - Select the **Type** (**for example, String, Number**). The **default type** for an attribute is **String**.
  - Select a **Format**, if required.
- To **delete** a row click on the **trash** icon in the extreme right side of the row.
- Add all fields that exist in your CSV file and should be stored as part of the profile.
- Review all configured attributes for accuracy.

> ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A55Z&se=2026-10-26T14%3A18%3A55Z&sr=c&sp=r&sig=oPyff9oaHM8IIS7oOUTq5UO1AR4FNdEJ6cVEgrdHemA%3D)
> 
> Attributes can be deleted only before saving. After an attribute is saved to the schema, it cannot be deleted to maintain data integrity, since existing data dependencies cannot be verified.

- Select **Save and Continue**. You are taken to **Step 2:** **Profiles Import.**
- If the Save and Continue button is disabled, ensure:
  - A unique identifier is defined.
  - At least one attribute has been added.