If you already have a list of influencers before joining Upfluence and want to keep track of and manage your ongoing collaborations, this guide will help you quickly add them to your Upfluence account via CSV import.
How Does It Work?
You can add influencers to the Upfluence database by importing their information using a CSV file.
Step-by-Step Guide
I. Set up a target List
Before importing influencers, make sure you have a List set up in Upfluence where you want to add the influencers. (How to create a new List)
II. Get the .csv file template
Go to the Lists menu and click the upward arrow button.
Click to Upload file. A pop-up window will appear where you can upload your CSV file.
You can also download a sample .csv template from this pop-up to ensure your file is formatted correctly.
III. Prepare Your CSV File
In the CSV file, make sure to provide the influencer’s profile_name, media_url, and email. The system will only recognize specific columns like:
influencer_id
media_url
profile_name
first_name
last_name
phone_number
email
Shipping address values:
shipping_address.line1
shipping_address.line2
shipping_address.zipcode
shipping_address.city
shipping_address.state
shipping_address.country_code
merge_fields (Learn how to create a new merge field)
Columns that don’t meet these requirements will be ignored, and invalid files will be rejected with error messages.
IV. Import Your CSV
Once your file is ready, save it as a .csv format to ensure the system can process it.
Drag and drop your CSV file into the pop-up window. Depending on file size, the import may take several minutes.
If there are errors, an error message will appear in the top-right corner, letting you know what needs to be fixed. Common errors include:
URLs: The links need to be cleaned up to direct to the profile of the creator and match the proper URL structure
Emails: The email address need to be correct format, with no space or "." in front or at the send
Note: Only one URL per influencer is needed for social media platforms, and if an influencer already exists in your list, their profile will be updated rather than duplicated.
Tips & Best Practices
Use the CSV import system to create and manage your own merge fields in bulk, making it easier to manage influencer data.
Frequently Asked Questions
1. Is it possible to upload a hashed file of our influencer list with email address?
Yes, uploading a hashed file of your email list can be done through our Support team, simply reach out via Live Chat
2. Will adding an influencer make their profile visible to all users?
When influencers are added via the Chrome Plugin or CSV upload, their profiles become visible to all Upfluence users. However, sensitive information like emails or customised merge fields remains private and is only accessible by your team.
3. Why didn’t some influencer profiles get added after several minutes?
Influencers who publish content that includes alcohol, CBD, violence, or other materials against Meta's Terms and Conditions (T&C) might be restricted.
This is due to Meta's policies preventing the retrieval of information from such profiles, not a restriction directly imposed by Upfluence.
4. Does Upfluence automatically capture all of an influencer's social media profiles after import?
When you use the Upfluence Chrome Plugin to add an influencer, it initially captures only the social media profile you added to your .CSV file at that moment.
After uploading this profile to Upfluence, an automatic process starts to identify and associate the influencer's other social media accounts with their Upfluence profile.
5. What if other social media accounts don’t appear after an hour?
If the system is unable to match an influencer’s accounts, it may be due to significant differences in their social media handles across platforms, or the system couldn’t verify that the accounts belong to the same person using publicly accessible information.
Our support team can assist with merging the accounts. Simply reach out via Live Chat and provide the following:
The URL to the creator's Upfluence profile (copied directly from your account).
URLs to their other social media accounts.
We’ll help complete the merge as soon as possible.
6. Can I upload a file with only certain details?
A URL to the creator’s social media homepage is mandatory. Without it, the system won’t be able to identify the influencer, even if you have their other details such as email address.