How do I import a list of shoppers to Instant AI?

Instant AI will automatically import your existing contacts from Shopify and Klaviyo when both platforms are first integrated. If either of these platforms are your source of truth, there is no need to manually import any data to Instant AI.

If your current contact list lives outside of Klaviyo or Shopify, such as within another email sending platform, you can upload a CSV to have all contacts imported.

How to import contacts from an existing system

There are some critical pieces of information that are required when importing, and your import must match our formatting exactly.

Step One: Create your CSV to import

There are some critical pieces of information that are required when importing, and your import must match our formatting exactly.

Your CSV must include the following columns, with each row representing a contact:

Email Address
Email Marketing Consent
Email Marketing Consent Timestamp

IMPORTANT: The Email Marketing Consent Timestamp is critical so that we know the exact time of the subscription change. In the instance there are duplicates, or you are importing data when Instant AI is already live, this helps us prioritise the latest actions and avoids accidently re-subscribing an unsubscribed customer.

The timestamp is acceptable in the following format only "YYYY-MM-DD HH:MM:SS". For example 2024-01-13 10:20:35

The following fields are optional

First Name
Last Name

Example CSV:

Email Address	First Name	Last Name	Email Marketing Consent	Email Marketing Consent Timestamp
one@instant.one	Instant	One	Subscribed	2024-01-13 10:20:35
two@instant.one	Instant	Two	Unsubscribed	2025-01-13 10:20:35

Click here to Download Example Template

Step Two: Import your CSV

Go to the Instant Dashboard
Select Shoppers on the left side navigation
Select the three dots in the right corner of the table
Select Add Shoppers or follow this link
Select Upload a CSV
Upload your prepared CSV
Wait for the load to Complete - do not exit this page
Once Completed, go back to Shoppers and view your total list