How to import and export a Data Table?

Import data from Excel

If you have customer information in an Excel file (e.g., customer name, CPR number, or purchase amount), you can easily import it:

Upload:

1. Navigate to Data Tables.

2. Select the Data Table you wish to import to.

3. Upload your file.

Creation:
During the import, a new data table will be created (or rows will be added), where each row represents one customer.

Unique Customer ID: This is the most important step!
To use data in flows, each customer must have a unique ID (e.g., CPR number). This ID is used to identify and retrieve the correct data for each individual customer.

Export data to Excel

If you need to use your data in other systems or for analysis:

1. Go to the desired table under Data Tables.

2. Click the Export button.

3. The file will download in a format that can be opened directly in Excel.

Need help with import or export?

You have full access to manage your own data. If you experience issues with file formats or your unique customer ID, don’t hesitate to contact us in the chat or at support@uniify.io.