How to upload custom data

Overview

Use Sendlane's custom data upload tool to store data you'd like to insert into campaign or automation email or SMS messages. This can include any information that can be stored in a CSV file, including product information from your eCommerce platform or a third-party app.

In this guide, you will learn how to upload custom product data and insert a snippet in an email or SMS message that displays product prices.

Step One: Prepare data for upload

Your file must include a unique identifier for each row, such as a SKU or product code. Use our as a guide to make sure your .csv is uploaded correctly!

Step Two: Upload data to Sendlane

To upload your custom data .csv file, click the Account icon > Custom Data > Import Data 

On the Import Data screen, set a name for your file, select or drag the file into the uploader, and select the column that contains your data's unique identifier as the Key.

Click Upload to save your data!

Step Three: Insert custom data in an email

To insert custom data in an email, place your cursor where you want the data to appear.

1. Open an email

2. Click the three-dot menu 

3. Click the Database icon 

4. Select a database

5. Select a column

6. Click Preview to see how the data will appear to your contacts! 

Troubleshooting