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  • Home
  • How-Tos
  • Customer Data
  • Import & Export
  • Segments

    • Using Segments in a Campaign
    • Targeted Campaigns
    • Refine Segments with Event Tracking
    • Creating a New Condition Template

  • Campaigns

    • Channel Content
      • Using Direct Mail
      • Creating Referral Links
      • Adding SMS Content
      • Adding Email Content
      • Adding Banners in a Campaign
      • Adding Push Notifications
      • Creating Placeholders
    • Funnel & Flow
      • Virtual Queue
      • Action Parameters
      • Adding Funnel Steps
    • Design & Personalization
      • Image Text in HTML Banners
      • Sending Personalized Communications
      • Adding HTML Snippets
      • Using Custom Fonts in Your Funnels
    • Configuring a Facebook Campaign
    • Export Data to PDF
    • Referral Link Parameters
    • Using UTM Parameters

  • Orchestration

    • Priority by Placeholder
    • Recurring Email Schedule
    • Limiting the Number of Contacts by Month
    • Campaign Rotation Over Time

  • Customer Data

    • Data Model
      • Creating Custom Fields
      • Setting the Customer ID
    • Import & Export
      • Import Overview
      • Upload from CSV
      • Upload via SFTP
      • Import via DataSync API
      • Export via DataSync API
      • Connect to the SFTP Server
    • Managing Records
      • Import Without a Primary ID
      • Remove Customers
      • Update Fields via Web Service
      • Remove via DataSync API

  • Subscriptions

    • Canceling Subscriptions
    • Communication Preferences
    • Changing the Customer Subscription Status
    • Importing Unsubscribes From Mailchimp (FTP)
    • Importing Unsubscribes From an External System (DataSync)
    • Export Unsubscribes to an External System

  • Integrations

    • Mailgun (Email)
    • SMTP (Email)
    • SendGrid (Email)
    • Twilio (SMS)
    • Eltropy (SMS)
    • Jumio (Identity Verification)
    • DocuSign (Electronic Signature)
    • Okta (Identity Management)
    • Entra ID (Identity Management)
    • SMS Configuration
    • Email Configuration
    • Setting up Push Notifications

Import & Export

Guides for moving customer data in and out of Prisma, via spreadsheet, SFTP, or the DataSync API.

DataSync API

Import DataSync Using Insomnia
Export DataSync Using Insomnia

Importing Data

Uploading Data to Prisma
Uploading Customer Information From a .csv File
Uploading Customer Files via SFTP
WS_FTP Professional: Connecting to the SFTP Server
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