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Antsomi CDP 365 Manual for Beginners | Importing an Existing Customer List

Published: Nov 13, 2025|5 min read|By: Yuka Ono

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Antsomi CDP 365 Manual for Beginners | Importing an Existing Customer List

Table of Contents

Introduction

Welcome to the manual for effectively utilizing Antsomi CDP 365 and streamlining your daily operations! Importing your valuable Excel list of business cards collected at events into Antsomi CDP 365 is the first step towards deepening customer understanding and achieving personalized approaches.

This guide aims to provide a first successful experience for sales representatives, even those less familiar with PC operations, enabling them to easily import lists and leverage the powerful features of Antsomi CDP 365. We will provide clear, easy-tounderstand steps to help you overcome any apprehension towards this tool and gain confidence in using it.

3 Steps to Migrate an Excel List to Antsomi CDP 365 - A Beginner's Guide for Sales Representatives

Step 1: Preparing and Organizing Your Excel File

Objective: Optimize the format of your Excel file for a smooth import into Antsomi CDP 365.

Key Points:

🔑 Required Field: "Email Address": This is the most crucial piece of information for identifying customers. Always include it in your list and ensure each entry is unique.
👤 Recommended Fields: Basic customer information such as Name, Phone Number, Company Name, and Country is highly valuable for personalization. We recommend organizing this information into separate columns.
🏷️ Clear Column Headers: The first row of each column should have a clear and descriptive header (e.g., "Name," "Email Address," "Phone Number," "Company Name," "Country"). This is essential for accurately mapping your Excel columns to the corresponding customer attributes in Antsomi CDP 365 during the import process.
🧹 Data Cleanup: To the extent possible, clean your data by correcting typos, standardizing notations (e.g., "Co., Ltd." vs. "Co."), unifying character types (full-width/half-width), and removing unnecessary symbols. Higher quality data leads to more accurate analysis and personalization in Antsomi CDP 365.
💾 Save Format: Save your prepared file in .xlsx or .csv format.

Step 2: Importing Your Customer List into Antsomi CDP 365

Objective: Upload your prepared Excel file into Antsomi CDP 365 to register and update customer profiles.

Procedure:

1

Log in to Antsomi CDP 365 and navigate to the "Profiles" module.

After logging in, click "Profiles" from the left-hand menu, then select "Customers".

2

Click the "Import" button.

On the "Customers" screen, click the “Import” icon with upward arrow located in the upper right corner.

 

Step2-2_Antsomi CDP 365 Manual for Beginners_Importing an Existing Customer List.png

 

3

Upload your Excel file and select "Import type".

On the new screen that appears, drag and drop your prepared Excel file into the designated area, or click the "Browse" button to select your file.

Next, choose the appropriate import method from the "Import type" dropdown menu. For a list of business cards collected at an event, we highly recommend selecting "Add new & Update". This option will add new customers from your list to Antsomi CDP 365 and update existing customer information if it's already present in the CDP.

 

Step2-3_Antsomi CDP 365 Manual for Beginners_Importing an Existing Customer List.png

 

4

Configure "Matching field" and "Update field".

This is the most crucial setting for specifying which columns in your Excel file correspond to which customer information (attributes) in Antsomi CDP 365.

"Matching field" settings:

▪️ Select "Customer ID (customer_id)" as the matching field, and for its value, choose the "Email" column from your uploaded Excel file from the adjacent dropdown menu.
▪️ To enhance security, select "MD5" under the "Encrypt" option. This is the recommended setting for encrypting email addresses (other columns can typically remain "None").

"Update field" settings:

▪️ Accurately map each column from your Excel file (e.g., Name, Phone Number, Company Name, Country) to its corresponding customer attribute in Antsomi CDP 365. For example, map the "Name" column from Excel to the "Name (name)" attribute in CDP 365, and the "Phone Number" column to the "Phone (phone)" attribute.
▪️ Check the "Allow null" checkbox if it's acceptable for the corresponding Excel cell to be empty.

 

📚Example of configuration

Example of configuration_Antsomi CDP 365 Manual for Beginners_Importing an Existing Customer List.png

 

📚Example of excel file to be uploaded

Example of excel file_Antsomi CDP 365 Manual for Beginners_Importing an Existing Customer List.png

 

5

Save settings and start the import.

Once you have reviewed all the settings, click the "Save" button. This will initiate the process of importing your customer list.

 

Step2-5_Antsomi CDP 365 Manual for Beginners_Importing an Existing Customer List.png

 

Step 3: Confirmation and Utilization after Import

Objective: Verify that the customer list has been correctly imported into Antsomi CDP 365 and prepare for subsequent marketing actions.

Procedure:

1

Verify Customer Profiles:

Return to the "Customers" data table in the "Profiles" module" and confirm that your imported customers have been added to the list and their information is correctly updated.

If necessary, click on individual customer profiles to open their detailed information and check if the data has been mapped as intended.

2

Check Import History (Optional):

For a more detailed view of the import status (success/failure), you can check "Upload Histories" located under "Histories" in the "Settings" module.

3

Create and Utilize Segments:

The imported customer data can be immediately used for marketing activities. For instance, you can create a new segment called "Event Attendees" and plan personalized approaches specifically for this customer group.

In the "Profiles" module", navigate to "Segments" and click the "+" button to create a new segment, setting conditions based on the imported attribute information.

This will prepare you to deploy effective marketing activities using Antsomi CDP 365, such as follow-up email campaigns or personalized information delivery on your website.

Conclusion

You have now successfully and accurately imported your Excel customer list into Antsomi CDP 365! Through these three steps, you have taken a significant first step towards centralized customer data management and utilization. By importing your data, you are now ready to implement personalized marketing strategies tailored to each individual customer, leading to more effective sales activities.

Use this successful experience as confidence to maximize Antsomi CDP 365 and accelerate your business growth!

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