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Merge pull request #6017 from segmentio/csv-upload-updates
CSV Upload Updates [DOC-815]
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src/engage/profiles/csv-upload.md

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---
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title: Update Audiences with a CSV
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title: Use Profiles and Traits with a CSV file
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plan: engage-premier
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---
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Use the CSV Uploader to add or update user profiles and set subscription states.
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Use the **Upload CSV** page to upload a CSV file in your Segment space:
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1. Navigate to **Unify > Profile explorer** or **Engage > Audiences > Profile explorer**.
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2. Click **Manage subscription statuses**, then select **Update subscription statuses**.
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3. Select **Upload a CSV**, then click **Configure**.
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2. Click **+Add Profiles**.
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3. Download and fill out the CSV template.
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4. Upload your CSV file.
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### 1. Download your CSV template
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Enter values for the identifiers in your CSV file. You can also [set email, phone, and WhatsApp subscriptions](#set-user-subscriptions) using the `email_subscription_status`, `sms_subscription_status`, and `whatsapp_subscription_status` columns.
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A few best practices to keep in mind as you fill out your CSV:
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A few guidelines to keep in mind as you fill out your CSV:
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- Leave any unknown values blank to avoid bad data. Engage can create a user profile from a single identifier in your CSV.
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- Enter phone numbers in your CSV in a format that's consistent with your Segment space. For example, if existing profiles in your workspace are in E.164 format `+15555550123`, enter numbers in your CSV using the same format `+##########`.
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- The template won't include duplicate custom traits, traits with trailing, leading, or multiple consecutive spaces between characters, or [unallowed characters](#allowed-csv-file-characters).
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- Custom traits column headers are case-sensitive. For example, `first Name`, `FIRST Name`, and `First Name` would all be different traits in the template.
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- Trailing, leading, or multiple consecutive spaces between characters are not allowed.
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- Make sure you've added an identifier column or `anonymous_id` in your identity resolution configuration.
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### 3. Upload your CSV file
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[Custom traits](/docs/unify/traits/custom-traits/) display in the Custom Traits tab of a user profile in the Profile explorer.
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## Work with the CSV template
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Keep the following in mind as you fill out your CSV template.
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### Allowed CSV file characters
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You can use these characters in your CSV file:
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- Alphabetic English characters in both upper and lower case
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- The numerals 0-9
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- These special characters: ```!@#$%^&*()_+-=[]{}:\\|.`~<>\/?```
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- The following non-English characters:
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```àáâäǎæãåāçćčċďðḍèéêëěẽēėęğġgg͟hħḥh̤ìíîïǐĩīıįķk͟hłļľl̥ṁm̐òóôöǒœøõōřṛr̥ɽßşșśšṣs̤s̱sțťþṭt̤ʈùúûüǔũūűůŵýŷÿźžżẓz̤ÀÁ
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ÄǍÆÃÅĀÇĆČĊĎÐḌÈÉÊËĚẼĒĖĘĞĠGG͟HĦḤH̤ÌÍÎÏǏĨĪIĮĶK͟HŁĻĽL̥ṀM̐ÒÓÔÖǑŒØÕŌŘṚR̥ɌSẞŚŠŞȘṢS̤S̱ȚŤÞṬT̤ƮÙÚÛÜǓŨŪŰŮŴÝŶŸŹŽŻẒZ```
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## View Update History
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Use the Update History page to view CSV file uploads in your workspace over the last 30 days.
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To view the Update History page:
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1. Navigate to **Unify > Profile explorer** or **Engage > Audiences > Profile explorer**.
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2. Click **Manage subscription statuses**.
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3. Select **View update history**.
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2. Click **View update history**.
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Select links to view CSV files and any associated [error reports](#error-reports). View the status of the file upload and the custom trait name added to user profiles in the CSV upload.
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### Error reports
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Use error reports to fix invalid rows and quickly re-upload data.
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Engage uses the following error codes on the report:
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|Error code | Description |
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|----------------------------------|-----------------------------------------------------|
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|INVALID_EMAIL | The email address isn't formatted correctly. |
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|INVALID_PHONE | The phone number is invalid. |
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|INVALID_SUBSCRIPTION_STATUS | The subscription status is invalid. Check the status or leave it blank. |
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|CONFIGURATION_ERROR | Your SendGrid settings are not configured correctly. [Contact Segment support](https://app.segment.com/workspaces?contact=1){:target="_blank"} for help. |
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|SYSTEM_ERROR | Something went wrong. Please try again. |
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|UNABLE_TO_SUBSCRIBE | You can't update the subscription status for this phone number because the user unsubscribed by replying `STOP`. The user must reply `START` to resubscribe. |
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| Error code | Description |
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| --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ |
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| INVALID_EMAIL | The email address isn't formatted correctly. |
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| INVALID_PHONE | The phone number is invalid. |
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| INVALID_SUBSCRIPTION_STATUS | The subscription status is invalid. Check the status or leave it blank. |
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| CONFIGURATION_ERROR | Your SendGrid settings are not configured correctly. [Contact Segment support](https://app.segment.com/workspaces?contact=1){:target="_blank"} for help. |
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| SYSTEM_ERROR | Something went wrong. Please try again. |
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| UNABLE_TO_SUBSCRIBE | You can't update the subscription status for this phone number because the user unsubscribed by replying `STOP`. The user must reply `START` to resubscribe. |
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You may also encounter the following validation errors:
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| Error | Error Message |
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| -------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
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| Invalid file types | You can upload only .csv files. Change your file format, then try again. |
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| Empty files | This file contains no data. Add data to your CSV, then try again. |
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| CSV parsing error | We encountered an issue while parsing your CSV file. Validate the CSV file and try again. |
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| Unexpected/fallback | Something went wrong. Try again later. |
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| Empty header row | This file contains empty header(s). Remove the empty header(s), then try again. |
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| File exceeds one million rows | Too many rows. You can upload up to 1000000 rows. |
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| File exceeds 1000 columns | Your CSV file is exceeding the limit of 1000 columns. |
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| File exceeds 100 MB | Files can be up to 100 MB. |
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| File contains a header with unallowed spaces | This file contains leading, trailing or consecutive spaces. Remove leading, trailing or consecutive spaces, then try again. |
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| File contains duplicate headers | This file contains duplicate header(s). Remove duplicate header(s), then try again. |
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| File contains invalid characters | This file contains invalid character(s). Remove invalid character(s), then try again. |
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| Unconfigured `anonymous_id` or missing Identifier column | This file is missing an identifier column and does not have `anonymous_id` configured. Add an identifier column or add `anonymous_id` in your identity resolution configuration, then try again. |
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## Set user subscriptions
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> success ""
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> Only contact users that subscribe to your communications. View [User Subscription States](/docs/engage/user-subscriptions/subscription-states/) to learn more.
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## CSV upload limits
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## CSV upload guidelines
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Please note the following limits as you upload CSV files to Twilio Engage:
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- You can only upload .csv files.
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- You can only upload `.csv` files.
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- Files can't be empty and must have at least one header and one row.
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- You can't have multiple columns with the same header.
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- CSV files can't contain extraneous column headers.
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- Upload CSV files with up to 1 million rows (plus one header row).
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- CSV files cannot exceed 1 million rows (plus one header row), 1000 columns, or 100 MB in file size.
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- You can only upload one file at a time.
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- The CSV file size can't exceed 15 MB.
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- If you upload the same email or phone number with different subscription states in a single CSV file, Engage doesn't guarantee the subscription status result.
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- Add an identifier column or `anonymous_id` in your identity resolution configuration.
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## Message consent
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Segment recommends sending to subscribed users. If a recipient deletes or flags an unwanted message as spam, inbox providers might start to filter your messages straight to spam folders. View more SendGrid delivery [Best Practices](https://sendgrid.com/blog/why-are-my-emails-going-to-spam/){:target="_blank"} to prevent email from going to spam.

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