Incoming CSV Integration

Last Updated April 20, 2022

Brief Overview

Create segmented, personalized experiences by pulling any data from a CSV file into WalkMe.

Upload CSV for incoming integration can connect any third party software that allows exporting data to a CSV file to WalkMe. The integration pulls attributes, sync, and populate into WalkMe for content segmentation.

Use Cases

Target WalkMe content based on CRM attributes:

  • Show a ShoutOut to “premium users” (external)
  • Show a Smart Walk-Thru to employees that are from the sales department (internal)

Target WalkMe content based on Customer Support / Success (such as ServiceNow, Zendesk) attributes:

  • Show an NPS to all customers that opened more than 2 support tickets

Creating an Incoming Integration

  1. In the “Integrations” page of Insights at insights.walkme.com, select “CSV to WalkMe”

2. Follow the wizard instructions to upload your CSV file to WalkMe

3. Once the file has loaded, click “Continue”

4. After uploading the CSV file, it is time to map columns:

  • Choose the column in the CSV fields that should be used to match the WM end user identifier
  • Choose the columns in the CSV you wish to import into WalkMe

Please note:

5. After completing step 4, you will receive a success or failure message

  • If necessary, follow the instructions to resolve the failure

6. Click “Save”

7. See the newly created integration in the integrations management table

Integrations Management Table

From this table, you can modify and delete integrations and see the following properties:

  • Integration ID
  • Name of integration
  • Number of successfully imported properties
  • Date uploaded
  • Whether the last run was successful or not (shown with a green check mark or red danger icon)

Segmentation Based on Incoming Integration Fields

After creating a CSV Integration successfully, perform a settings publish in the Editor so you use the incoming data to create targeted rules and segmentation for your WalkMe content.

Choose “User Attributes” in the first drop down and then the name of your integration:

Please note:

Be sure to type your attribute exactly as it was defined when creating the integration during the setup process.

Best Practices

  • When completing the integration creation process, before targeting content in the editor – make sure that you have at least one successful integration “run” under Incoming integrations table
  • When modifying an integration, changes will be updated immediately
  • Less is more – Be sensitive to the total number of attributes that you integrate to WalkMe
  • We allow a total of 100 attributes across all of the integrations
  • After successful integration, you may need to close and reopen the Editor in order to see the updated fields in the segmentation editor

Limitations

CSV File Limitations:

  • File size should not exceed 30 MB
  • Only one sheet allowed
  • File should not exceed 1,000 columns
  • Column names should not exceed 127 characters
  • Data in any cell must be 2047 characters or less
  • The following characters are used for formatting  and should not be included in the file:
    • ∖n
      • Note: Only applies to lowercase n
    • ,

Was this article helpful?

Thanks for your feedback!
×

Select account type

Close
< Back

Mobile account login

< Back