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Uploads

Uploads are how you fill a campaign with participants. The Uploads tab imports participants from a CSV file, shows the progress of each import, and helps you investigate rows that failed. To add participants from your own systems instead of a file, use the API — see Name and Title on the Data tab.

Uploads tab​

The Uploads tab adds participants to the campaign from a file, shows upload progress, and helps you investigate failed rows.

Prepare the file first:

  • Format: CSV — save Excel sheets as CSV first. One file at a time, up to 4 GB.
  • Column headers must match the fields defined on the Data tab.
  • Only fields with Import checked are read. Columns for required fields must be present and filled — rows missing them fail.
  • Values must match the field type: parseable dates, valid emails, enumeration values from the allowed list.

Upload participants​

  1. Open the campaign and go to the Uploads tab.
  2. Click Upload data. While another upload is running, the button is disabled with Please wait for the current upload to finish.
  3. In the Upload Data dialog, drag your file into the drop zone or click it to browse.
  4. Click Upload.

The new upload appears at the top of the table with a progress indicator, and the tab header shows Last upload and Total participants processed.

ColumnMeaning
Upload IDUnique ID of the upload job.
Uploaded atWhen the upload was started; shown once processing completes.
Participants: total / new / updatedTotal rows in the file, participants created, and existing participants updated.
StatusProcessing, Completed, or Failed. An upload is marked Failed if any row failed.

Row actions:

  • N Errors — appears when rows failed; downloads a report with the field, value, and error message for each failed row.
  • View participants from this upload — opens the Participants tab filtered by this upload's ID.
  • View upload details — opens Upload Details with full counters; the Errors row downloads the errors report.

How rows become participants​

Each row either updates an existing participant or creates a new one. A row is matched to an existing participant by External ID first, then Email, then Phone. A matching row updates that participant, merging the new values into its existing fields; a row that matches no one creates a new participant. Created and updated participants fire the Participant Created and Participant Updated triggers, so an upload can set flows in motion.

Fix failed rows​

Failed rows are skipped; all other rows are still imported. For each failed row, the errors report shows the row number, the offending field and value, and the reason — for example, a value that does not match the field type or a missing required field. Fix the rows in your source file and upload the corrected file again.

Common issues​

  • "You can only upload CSV files!" The file extension is not .csv — save Excel sheets as CSV first.
  • "File must be smaller than 4GB!" Split the file into smaller parts.
  • The button is disabled with "Please wait for the current upload to finish". Uploads run one at a time; wait for the current one to complete.
  • An upload is marked Failed. At least one row failed; the other rows are still imported. Download the errors report, fix the listed rows, and upload them again. Repeated type errors usually mean a Type mismatch on the Data tab.
  • Data — define the fields participants are uploaded into
  • Participants — review everyone in the campaign and their communications
  • Workflow — the flows that act on participants

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