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Import and update users & companies via CSV

General

Import and maintain customer data in Featurebase without engineering help.

This should include:

  • Import users and companies from CSV files (e.g. import exports from Excel, Google Sheets, and Airtable).

  • Map columns to standard and custom attributes, such as names, emails, plans, and company details

  • Create new records or update existing ones, matching by email or stable IDs to avoid duplicates

  • Link users to the correct companies, including importing companies first and adding users later

  • Apply user tags and create segments from imported attributes, user lists, or company ID lists

  • Load customers before their first login so audience previews include them, without automatically sending invitations

  • Import Updates subscribers and custom Outbound subscription memberships, preserving each person’s subscribed or unsubscribed state

  • Choose which existing values to overwrite or keep, with clear handling of blank fields and later SDK/API updates

  • Preview changes and validation errors before importing, then show which records were created, updated, skipped, or failed

  • Support large imports and re-importing updated files

Post type
💡 New feature
Posted by Markus Palm ·
Status: Completed1 comment

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Comments1

  • Markus Palm changed status to Completed
    Team•

    Oct 15

    Pinned

    Hey there!

    You can now import and update users and companies from CSV without engineering help!

    Map columns to standard or custom attributes, link users to companies, and add tags. Choose whether to create new records, update existing ones, or both. Review values and preview changes before starting the import.

    To try it, open the Users directory, choose a list under People or Companies, then select Import / Export → Import CSV.