Uploading a List of Clients

Last updated: 7 May 2025

In addition to adding clients one by one, you can upload them in bulk in an XLSX file. This is the easiest and most efficient way to prepare an audience for your broadcasts.

Preparing a List of Clients in Excel

To upload a list of clients, you need to first correctly prepare it in Excel. While creating columns with clients’ details, consider the following recommendations:

• One column must contain the client’s full phone number, including the country code. The phone number is the only mandatory value that a client must have.
• If you are adding the client’s attributes, enter each of them in a separate column, not all of them in the same one.
• Do not enter column headers – you will do this in edna.
• Enter the dates in one of the following formats: DD.MM.YY, DD.MM.YYYY, DD-MM-YY, DD-MM-YYYY, MM-DD-YY, MM-DD-YYYY, DD/MM/YY, DD/MM/YYYY, YY-MM-DD, YYYY-MM-DD.
• For gender, use the following format: f, female, m, male.

Suitable file for download

• All clients have a phone number.
• All variables are grouped by columns.
• Dates are in a recognizable format.

Unsuitable file for download

• Some clients do not have a phone number, so they will not be downloaded.
• Some clients' variables are mixed up and are in the wrong columns.
• edna Pulse will not be able to recognize the date of birth of the first client.

Uploading a List of Clients

Once the list is ready, you can upload it to edna. Do the following:

1. In edna platform, on the Audience page, click Add to database → Add list.

2. On the Add list of clients page, click the XLSX button, browse to the folder with the list and select it.

3. Click Upload list.

4. In the list preview that opens once the list is uploaded, select a variable for each of the columns (for example, Phone, Gender, Date of birth, etc). You can also select tags from the tree to assign them to the whole audience.

   info

   This way, you specify tags and variables for the whole audience that you are uploading, which is easier and faster than assigning them to a client one by one.

   If a tag or a variable doesn’t exist, you can create it in this step as well.

   Creating and Assigning TagsCreating and Assigning Variables

5. If necessary, activate the Run a script for the clients in this list, starting with an external trigger switch and select one or more created scripts with the External trigger start condition from the drop-down list.

   How to Create a Script

6. After you define all the details in the list, click Upload list. If necessary, review the results of this process in the Event log → Notifications section.

7. If necessary, go back to the Audience section and review the added clients. If while uploading, edna detects any clients that already exist in edna (the ones that have the same phone number), the system will update their records.