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Create a Data Source from a CRM or app-generated CSV file

Learn how to upload CSV files to Loop for data enrichment and segmentation.

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Written by Juan Sebastian Franco
Updated over 3 months ago

Uploading audience data via CSV allows you to import structured first-party data (1PD) into Loop for segmentation and activation. This guide walks you through the process.

When to Use CSV Uploads

CSV uploads are ideal for importing CRM data, customer lists, or offline audience data for enrichment and future use. If you need to upload a one-time segmented file for immediate activation, refer to Custom Segment Upload.

Preparing Your CSV File

Before uploading, ensure your CSV file meets these requirements:

  • File Format: Must be CSV (.csv) with UTF-8 encoding.

  • Column Headers: Clearly labeled (e.g., email, device_id, etc.).

  • Data Types Supported: Emails, MAIDs, phone numbers, national IDs, and custom attributes.

  • No Duplicates: Ensure unique identifiers per row.

  • Data Formatting:

    • Emails: Must be all lowercase (e.g., [email protected]).

    • NID: Only numbers, no special characters (e.g., 34848988).

    • Phone Numbers: Format as (country code)(area code without 0)(number) (e.g., 541151190123).

    • Hashed Data: Can be in SHA-256 or SHA-512. If uploaded in plain text, it will be automatically hashed in SHA-256.

How to Upload a CSV to Loop

Step 1: Start the Upload Process

  1. Navigate to Sources in the left-side menu.

  2. Click Create New.

  3. Select Upload a File.

Step 2: Name and Describe Your File

  1. Enter a name and description to help you identify the data source later.

  2. Click Next.

Step 3: Configure Upload Settings

  1. Click Upload a File and select your CSV.

  2. Choose your field separator (,, ;, :, |, or Tab).

  3. Select the country of the data.

  4. Specify whether the data source is from a CRM or an app.

    1. Please upload CRM files (that contain PII data such as emails, phones or IDs) separately from files with Mobile Advertising IDs (MAIDs).

  5. Drag your file into the upload section or click to browse and select it from your computer.

Step 4: Map Your Data Fields

  1. Loop will parse the first rows of the file and display the detected columns.

  2. Assign each column to Loop’s expected data fields.

  3. Verify that all required fields are correctly mapped.

  4. Click Next to proceed.

Step 5: Submit and Monitor Processing

  1. Click Create to begin processing.

Supported Fields and Data Types

Fields for CRM files or email, phone or ID lists

Field Name

Description

Variable Type

Possible Values

device_id

Unique identifier for a user’s device. Required

String

UUID format (00461ac5-f632-4e2e-8ae8-e7429eba81a4)

external_id

Partner-assigned external ID for web cookies

String

Custom value

email

User identifier via email

String

Plain text (lowercase) or SHA-256/SHA-512 hashed

phone

User identifier via phone number

String

Numeric, formatted as (country code)(area code)(number).

Plain or SHA-256/SHA-512 hashed

nid

National identifier (e.g., DNI, CI, CC)

String

Numeric only, no special characters. Plain or SHA-256/SHA-512

hashed

Retargetly ID

A mapping to the user ID assigned by Retargetly

String

Plain text

External ID

A mapping to a previously defined ID (e.g. an own platform ID)

String

Plain text

Mobile phone/APP files

Field name

Description

Variable type

Possible values

Android

Unique identifier for a user’s Android device. Required

String

UUID format (00461ac5-f632-4e2e-8ae8-e7429eba81a4)

iOS

Unique identifier for a user’s Android device. Required

String

UUID format (00461ac5-f632-4e2e-8ae8-e7429eba81a4)

Best Practices for CSV Uploads

✅ Use hashed emails (SHA-256) for privacy compliance.
✅ Regularly update and clean your lists to maintain accuracy.
✅ Ensure data fields are properly formatted before upload.

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