Yes! You can import data from any platform using CSV files, for two kinds of people:
Customers: people who have placed an order. Import your customer and order data, and OuterSignal researches them the same way it researches your Shopify orders.
Prospects: people who gave you an email but haven't bought yet, like your email list. These are only researched if you turn on Research prospects for that upload (see below).
Click here to learn about the exact format required for successful imports.
Researching prospects from a CSV
An email column is all you need for prospects; add phone numbers if you have them, since they give our research more to work with.
Go to Settings > Data Sources and click Import CSV.
Upload your file.
On What we found, check the number of prospects (people in your file with no order), then click Confirm and continue.
Match your columns to OuterSignal fields.
On Review Import, turn on Research prospects, then click Start import.
Nothing is sent until you press Start import. The research choice applies to that import only, so to upload a list without researching prospects, leave the switch off.
Prospects land on the Signal Feed's Prospects tab, separate from your customers. If a prospect later orders, they move to Customers with their research intact.
Cost: Customer uploads and prospect uploads are completely separate uploads, charged separately:
A customer upload (people with orders) is charged at $0.03 per customer.
A prospect upload with Research prospects turned on is charged at $0.03 for each prospect we successfully research, on every plan, including Scale.
A prospect who later orders isn't charged again when they become a customer.
Only provide data you're confident in for each customer or prospect â placeholder or example values (like a sample zip code) will be read as real by our research engine and can lower the quality of your enrichment.
