Customerlabs CDP Documentation

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(A ‘Source’ platform is one where data can be brought in from any platform into CustomerLabs CDP)  

You can import data from a CSV file and unify them in CustomerLabs by configuring the source setup.

Getting Started

1. Login to CustomerLabs CDP and navigate to Sources → Connect Source

Sources screen customerlabs CDP

2. Search and Select CSV upload

CSV upload as a source shown inside CustomerLabs CDP app

3. Click Subscribe to enable CSV import.

CSV subscribe button to upload data in .csv file format

4. Click on Import CSV

Import CSV button shown in CustomerLabs CDP

5. Enter the File name and Description → Choose file

Choose the CSV file to upload by clicking the choose file button in CustomerLabs CDP

Upload the file you want to import.

6. Click Upload file

Image shows CSV file upload Validated successfully and shows the button upload file.

7. Now go to Next: Workflow Setup

Setup the workflow event for the imported CSV file inside CustomerLabs CDP

Workflows in CustomerLabs CDP

Creating workflows help in filtering incoming data to suit business needs and map them to existing customer data in CustomerLabs CDP, thus achieving a unified customer view without writing any code. 

Building a Workflow

1. Give a name to the workflow → Save.

Set delay for the workflow → Save

2. Go to Next: Choose sample data

Building a workflow setup inside Customerlabs CDP for CSV file upload

3. Click Fetch new data

Fetch new data and select to continue screen

4. Choose a sample data from the list → View Details

Choose the data imported from CSV file inside CustomerLabs CDP

5. Sample data is displayed. Click Select this sample to configure based on this raw data and proceed to the next step.

Sample data showing the raw data inside CustomerLabs CDP

6. Filter incoming data – this step helps in filtering out irrelevant data and allows only the information you need, to enter the workflow in the future. This is an optional step in the workflow.

Filtering incoming data from CSV file upload to CustomerLabs CDP

7. Event configuration is the final step in the workflow creation process. You can view more details about the various steps in the event configuration screen here.

8. Choose the event name from the drop-down. For example, you can choose the field as custom event and give a name to configure the workflow based on your raw CSV data.

9. User Identity mapping: CustomerLabs CDP supports a wide range of user identifiers. For example, you can select the email id as the unique user identifier. In this case, you choose identify_by_email as the field to map the email address in your CSV.

CustomerLabs CDP will now automatically unify incoming information with existing user data across your martech stack. 

10. Select the value (email ID) from the drop-down

Note: You can add up to 3 unique user identifiers. 

Schema mapping to map the events in the CSV file with that of those in Customerlabs CDP

11. Post user identity mapping, you can categorically map other incoming attributes such as – User traits.

12. Incoming user information from the ad such as first name, last name, ad set, ad campaign, city, state, company, zip code & other similar information can be added under User traits.  

Save event configuration dialogue

13. Once the configuration is done, click Save workflow.

Import CSV again to process

After saving the workflow setup, you have to import the data again to process the CSV data based on the configuration.

1. Go back to the Source configuration from Sources → csv-upload → Setup

Setup CSV upload integration with CustomerLabs CDP

2. Click Import

3. Enable the workflows you want and click Yes, I understand and import all data 

Your CSV import is successfully completed.

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