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

# Uploading Customers

> A guide to uploading customer data via CSV for campaigns in Oration AI

## Uploading Customers for Campaigns

Upload your customer data via CSV to populate campaigns with targeted customer lists.

Step by step, learn how to upload and map customer data. Select **Customers** from the side navigation, choose your campaign, and click **Upload Customers** to begin.

***

## CSV Upload Process

<img src="https://mintcdn.com/oration/30YYqnCV1Lr1_fNI/images/customers-upload.png?fit=max&auto=format&n=30YYqnCV1Lr1_fNI&q=85&s=74aacfd194a79ad0657df28654dde4e1" alt="Upload Customers" width="100%" data-path="images/customers-upload.png" />

### Upload CSV File

**Drag and drop** your CSV file or click **Browse** to select a file from your computer. The platform supports standard CSV formats with comma-separated values.

***

## CSV Field Requirements

Your CSV file must include the following mandatory fields and can optionally include dynamic variables for personalized messaging.

#### Phone Number

**phoneNumber** - The customer's phone number including ISD code

* **Format:** Must include country code prefix (e.g., `+91` for India, `+1` for US)
* **Example:** `+919876543210`, `+15551234567`
* **Required:** Yes
* **Usage:** Used as the primary contact method for AI-powered calls

#### Campaign Identifier

**campaign** - The campaign identifier

* **Purpose:** Links each customer to a specific campaign
* **Required:** Yes
* **Example:** `welcome-series-q1`, `survey-2024-customer-satisfaction`

#### Customer Identifier

**identifier** - Unique identifier for each customer

* **Purpose:** Ensures each customer is uniquely tracked in the system
* **Required:** Yes
* **Options:**
  * Use phone number as identifier
  * Use internal customer ID from your CRM
  * Use any unique customer reference
* **Example:** `CUST-12345`, `+919876543210`, `user_67890`

### Optional Dynamic Variables

Include any additional fields that your agent's prompt uses for personalized messaging, preferably in camel case. These fields are automatically available as variables in your agent prompts.

#### Common Dynamic Variables

**customerName** - Customer's name for personalized greetings

* **Example:** `"John Smith"`, `"Priya Patel"`
* **Usage:** `Hello {{customerName}}, this is...`

**accountType** - Customer's account or subscription level

* **Example:** `"Premium"`, `"Basic"`, `"Enterprise"`
* **Usage:** `As a {{accountType}} customer, you have access to...`

**lastPurchaseDate** - Date of last interaction or purchase

* **Example:** `"2024-01-15"`
* **Usage:** `We noticed your last purchase was on {{lastPurchaseDate}}...`

**customField1, customField2, etc.** - Any other relevant customer data

* **Examples:** `"renewal_date"`, `"subscription_status"`, `"preferred_language"`
* **Usage:** Available as `{{renewal_date}}`, `{{subscription_status}}`, etc.

***

## Field Mapping Interface

<img src="https://mintcdn.com/oration/30YYqnCV1Lr1_fNI/images/customers-mapping.png?fit=max&auto=format&n=30YYqnCV1Lr1_fNI&q=85&s=1769f504bca3f2b4cf4fd0582f0ec17a" alt="Field Mapping" width="100%" data-path="images/customers-mapping.png" />

After uploading your CSV, Oration AI automatically detects column headers and suggests field mappings. Review and adjust these mappings to ensure data is correctly assigned.

***

## CSV Format Guidelines

### File Structure

```csv theme={null}
phoneNumber,campaign,identifier,customerName,customerType,lastPurchaseDate
+919876543210,welcome-series-q1,CUST-12345,John Smith,welcome-campaign,2024-01-15
+15551234567,welcome-series-q1,CUST-67890,Jane Doe,welcome-campaign,2024-02-20
+447700900123,welcome-series-q1,CUST-11111,Bob Johnson,welcome-campaign,2024-01-30
```

### Format Requirements

* **Character Encoding:** UTF-8 recommended for international characters
* **Delimiter:** Comma (,) by default
* **Header Row:** Required - first row must contain column names
* **Row Limit:** Up to 100,000 customers per upload

***

## Best Practices

### CSV Preparation

**Clean Data:**

* Remove duplicate phone numbers
* Validate phone number formats before upload
* Ensure consistent date formats (YYYY-MM-DD)
* Check for special characters in names

**Naming Conventions:**

* Use descriptive column headers
* Avoid spaces in column names (use underscores or camelCase)
* Keep field names consistent across uploads

**Data Quality:**

* Verify phone numbers are active and reachable
* Ensure customer consent for outreach
* Regular data cleansing to maintain accuracy

***

> Need more help? Reach out to our team at [support@oration.ai](mailto:support@oration.ai)