If you already have a list of influencers before joining Upfluence and want to track and manage your ongoing collaborations, you can import them via CSV. This allows you to seamlessly add influencers to your Upfluence account and maintain accurate records of their details.
1. How does CSV import work?
You can add influencers to Upfluence’s database by uploading a CSV file containing their details.
Before you start:
Make sure you have a List set up in Upfluence where you want to add the influencers.
Learn how to create a new List if you haven’t done so.
2. How to import influencers via CSV
Step 1: Prepare your CSV file
Go to the Search & List app.
Click the downward arrow button by the side of List menu, find the List you prepared for import.
Click Upload file. A pop-up window will appear.
Download a sample CSV template from the pop-up to ensure correct formatting.
Your CSV file should contain at least the following required fields:
Field Name | Description | Required? |
profile_name | Influencer’s username or profile name | ✅ Yes |
media_url | Direct link to the influencer’s social media profile | ✅ Yes |
Influencer’s email address | ✅ Yes | |
influencer_id | Unique identifier for the influencer | ❌ No |
first_name | Influencer’s first name | ❌ No |
last_name | Influencer’s last name | ❌ No |
phone_number | Influencer’s phone number | ❌ No |
merge_fields | ❌ No | |
shipping_address.line1 | Street address | ❌ No |
shipping_address.line2 | Apartment or suite number | ❌ No |
shipping_address.zipcode | Zip or postal code | ❌ No |
shipping_address.city | City name | ❌ No |
shipping_address.state | State or region | ❌ No |
shipping_address.country_code | Country code (e.g., US, FR) | ❌ No |
Note: Columns that don’t meet these requirements will be ignored. Invalid files will be rejected with error messages.
Step 2: Import your CSV file
Save your file in .CSV format to ensure proper processing.
Drag and drop your CSV file into the upload window.
Wait for the import to complete (this may take a few minutes, depending on the file size).
Step 3: Fix import errors (if any)
If there are issues with your file, an error message will appear in the top-right corner.
Common CSV errors and how to fix them:
Error Type | Solution |
Invalid URLs | Make sure the social media profile links are correctly formatted. |
Incorrect email format | Ensure emails are formatted correctly, with no spaces or extra periods at the beginning or end. |
Missing required fields | Ensure profile_name, media_url, and email are included in your file. |
Note: Only one URL per influencer is needed per platform. If an influencer already exists in your list, their profile will be updated instead of duplicated.
4. Tips & best practices
Use the CSV import system to create and manage merge fields in bulk.
Check your file formatting before uploading to avoid errors.
Ensure URLs and emails are accurate for smooth data processing.
Frequently Asked Questions
1. What’s the difference between an influencer matching and an influencer import?
Influencer Matching: If you only have a list of email addresses, our Support team can help match them against the Upfluence database to identify existing influencer profiles. This process does not create new profiles. It only connects your emails to existing profiles in our system.
Influencer Import: If you provide a completed import template that includes at least the influencer’s name and email social media URL, our system will:
Match the influencer with existing profiles in our database.
Create a new profile if no match is found, ensuring the influencer is added to your account.
You can initiate the email matching process by reaching out to us via Live Chat.
2. Is it possible to upload a file of our influencer list with email address?
Yes, uploading a file of your email list is supported via our Support team. Just reach out through Live Chat for assistance.
3. Will adding an influencer make their profile visible to all users?
When influencers are added using the Chrome Plugin or a CSV import, the publicly available data from the profiles become visible to all Upfluence users. However, sensitive data such as email addresses or custom merge fields remain private to your organization.
4. Why didn’t some influencer profiles get added after several minutes?
Influencers whose content includes alcohol, CBD, violence, or other materials that violate Meta’s Terms and Conditions may be restricted.
Meta’s policies may prevent access to their data, which can result in incomplete profiles.
5. Does Upfluence automatically capture all of an influencer's social media profiles after import?
If you add an influencer using the Chrome Plugin or upload a profile with a specific social media URL, the system initially captures that platform. It will then attempt to automatically associate other social media accounts to their profile using public data.
6. What if other social media accounts don’t appear after an hour?
If the system can’t connect additional accounts, it may be due to:
Differences in usernames/handles across platforms.
Lack of publicly available information to confirm identity.
Our Support team can help manually merge profiles. Please provide:
A link to the creator's Upfluence profile.
URLs to their other social media accounts.
7. Can I upload the template file with only certain details?
A URL to the creator’s social media URL is required. Without it, the system can’t identify or match the influencer — even if you have their email or other details.