Once you identify what student data is needed for your chatbot, you’re able to share it with Mainstay in a variety of ways. You can choose to either manually upload files to the platform or configure a data integration to do so automatically.
Manual Data Imports
The most simple way of sharing data with Mainstay is by manually uploading CSV files directly into the platform. This method allows you to upload contact data for any particular campaign in advance or when scheduling the campaign. Read more about how to upload contact data by checking out Creating Contacts.
If you choose to share data with Mainstay via CSV files, part of your onboarding process will include preparing a sample data file with all of the fields that you may want to share. This allows us to map the data for you and ensure that the system recognizes the names of the fields for future uploads. The data you include in the sample file should not be real student data, but it should follow the format that real data will have.
Keep in mind, if you choose to manually upload your contact data, its very important to keep your file consistent. Every column in your file should have the same name and formatting for every import. This helps ensure that the data is consistent for every contact in the platform. With this method, there is more of a chance for human error to cause data issues. However, as long as your team has a consistent system in place, manually uploading contact data can prove to be an easy option.
You might also be interested in setting up Platform Integrations. You have the option to set up either a SFTP or API integration. Integrations are good "set it and forget it" option, so that you can minimize the manual work for your team. Integrations also help ensure that contact data stays up to date by regularly updating.
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