Re-importing current profiles

Question

I noticed the data from when I first imported the profiles wasn’t well-organized, which led to multiple custom properties being created for the same definition. For example, there are two categories: one labeled "residential" and another "Residential." The difference in capitalization has caused them to be treated as separate categories.

This makes it tricky to create segments because it's difficult to capture everyone. How can I review all my profiles, ensure they use a consistent format, and standardise the property setup? There are over 24,000 profiles.

retention · Accepted Answer

Another way to do this, is simply to export the ones that are incorrect. Assuming you prefer “Residential” instead of “residential”, just create a Segment where the custom property = “residential.” Then, export this Segment with this one field selected In Google Sheets, change the field values to “Residential” export the CSV and then import that as a CSV back into Klaviyo.

You can keep this Segment around in case more profiles have “residential” and you can keep an eye on this Segment periodically.

Separately, you should try to audit your systems to see where the origin of the bad data is coming from. If it’s coming from an integration, a Signup Form, Flow Action, or from other external tools or imports, make sure to fix it at the root problem to mitigate bad properties from happening in the first place.

If there’s no way to easily resolve the root issue, you can consider using a Segment Triggered Flow with a Update Custom Property Action that updates the value from “Residential” to “residential” to automatically update this value whenever it occurs. Just note, Segment Triggered Flows can occur only once per Profile.

Mich expert · Answer

Hello ​@martha098thanks for sharing your proble`  To fix the inconsistency in your custom properties like "residential" and "Residential," follow these steps:1. Export ProfilesGo to Klaviyo’s Profiles section.Export all profiles as a CSV file, ensuring the export includes custom properties.2. Clean the DataOpen the CSV in Excel or Google Sheets.Find and standardize inconsistent properties, e.g., convert all "Residential" variations to "residential" (use =LOWER() in Excel for uniform lowercase formatting).3. Re-Import the Corrected DataSave the cleaned CSV file.Import the updated file back into Klaviyo.Ensure the updated properties overwrite existing ones.4. Prevent Future IssuesCreate a Klaviyo Flow or use the API to standardize new property inputs automatically. For example, use a flow to convert "Residential" entries to lowercase before saving.5. Test SegmentsOnce standardized, test your segments to confirm they now include all profiles correctly.This will ensure your custom properties are consistent and manageable moving forward.

1. Export Profiles

2. Clean the Data

3. Re-Import the Corrected Data

4. Prevent Future Issues

5. Test Segments

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