Incoming CSV Integration

Last Updated December 14, 2023

Brief Overview

Use an Incoming CSV Integration to create segmented, personalized experiences by pulling any data from a CSV file into WalkMe.

It is possible to connect any third party software that allows exporting data to a CSV file to WalkMe. The integration pulls attributes, syncs, and populates into WalkMe for content segmentation.

Use Cases

Target WalkMe content based on CRM attributes:

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

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

Note

  1. Go to the Integrations page in Insights, accessible at insights.walkme.com
  2. Select CSV to WalkMe under Incoming Integrations
  3. Upload your CSV file to WalkMe
  4. Click Continue
  5. Map the columns:
    • Choose the column in the CSV fields that should be used to match the WalkMe end user identifier
    • Choose the columns in the CSV you wish to import into WalkMe
  6. Click Save

The newly created integration will be available for use in the integrations management table.

Integrations Management Table

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

  • ID: The integration ID
  • Name: The name of the integration
  • Imported Properties: Number of successfully imported properties
  • Uploaded: The date the CSV was uploaded
  • Checkmark or Red danger icon: Indicated whether the last run was successful or not

Segmentation Based on Incoming Integration Fields

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

  • Select User Attributes → Name of attribute → desired value

Note

You must enter your attribute name 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
  • A maximum of 100 attributes across all of the integrations is permitted
  • After successful integration, you may need to close and reopen the Editor in order to see the updated fields in the segmentation editor

Avoid CSV Error

To successfully import a CSV file, it is important for all columns to have the same data type. If a column has a combination of data types (ex numbers and text), and the first row contains a number, it will be identified as a “Number” data type leading to an error message “Each values in the same columns must have the same type”. To avoid this error, the first row of that column should contain text, so that the column will be imported as “text/String” data type.

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
    • ,
  • After uploading a CSV file, it cannot be downloaded

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