Upload and Map Batch Data to an Application

Overview

Batch upload is how you get larger sets of recipient data into CX Platform in one go. Instead of sending one message at a time, you upload a file containing all your recipients (and any personalisation data they need), map the columns to your Application's fields, and let the platform take it from there.

It's the quickest way to get a bulk send ready — think monthly statements, customer newsletters, service notifications, or any campaign where you've got a list of recipients in a spreadsheet and need to load them in.

Before you start, make sure the Application you're uploading to is already set up with the right fields. The mapping step relies on those fields existing, so it's worth a quick check before you begin.

File formats accepted
‍You can upload .csv, .xlsx, or XML files. This guide walks through the CSV and Excel flow — the XML flow is similar, just with a different file type selection at the start.

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Start your batch upload

You'll find everything you need in the Send module's secondary navigation, under the Send management group.

1. In the secondary navigation menu, click Upload batch.
2. Choose your file type by clicking either Excel (.xlsx) or CSV or XML.

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Select your file and destination

Next, you'll tell the platform where the data should land and point it at the file you want to upload.

1. From the Application dropdown, select the Application you want to upload your data to.
2. From the Channel dropdown, select the channel you'll be sending through (for example, Email or SMS).
3. Click Browse next to the File field and select your data file from your computer.
4. Click Next.

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Map your data fields

This is where you tell the platform which column in your file matches which field in your Application. The platform needs this so it knows where each piece of data should go — for example, which column holds the email address, which one holds the first name, and so on.

1. For each field listed on the left, choose the matching column from your file using the dropdown on the right.
2. Click Next once you've mapped every field.

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Missing a field?
‍If you can't find a field you need to map, click the Click here link at the top of the dialog to jump straight into the Application's field settings and add or edit fields on the fly.

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Confirm and upload

Last step — a quick review screen so you can double-check everything looks right before the data goes in.

1. Review the Application, Channel, File, and Search fields summary to make sure your mapping is correct.
2. Click Upload to load the data into your Application, or click Cancel if you need to go back and adjust anything.

That's it — your batch data is now uploaded and ready to use in your Application. CX Platform will automatically perform validations in the background. This process usually only takes a short time. Once you’ve finished mapping your fields, click Upload to import your data into the application. Larger files may take a little longer to process.

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View your uploaded data

To see the data you've just uploaded, head over to Lists in the secondary navigation. This is where every uploaded batch lives, so you can check what's in it, preview the cross-channel template with live data, send samples for testing and schedule your send.