Watson Campaign Automation Integration

Import Users to Watson Campaign Automation

To import your Auth0 users into Watson Campaign Automation:

  • Export your user data as a CSV file with the User Import / Export Extension.
  • Import the file (database) on your Watson Campaign Automation dashboard.

Create a User Data File

Start by navigating to the Extensions section of the Dashboard and open the User Import / Export Extension. On the extension page, select Export from the menu.

Next, set the Export Format to the required file format. Watson Campaign Automation accepts file imports in CSV format so choose the Tab Separated Value file (*.csv) option.

User Import/Export Extension Format

At the top in the Fields section, provide a User Field and Column Name for each user attribute to include in the export. For example:

User Field Column Name
email Email Address
created_at Created At
given_name First Name
family_name Last Name

User Import/Export Extension Fields

After adding the user fields, click on the Export Users button to start the export. Once the export is complete, download the CSV file to use in the following section.

Import a User Data File

To import your CSV file into Watson Campaign Automation, follow these steps:

  1. Log in to Watson Campaign Automation and navigate to Data > Import New.

  2. On the Select File step, enter the new database's settings in the provided fields.

  3. Select the option to upload a file from a local hard drive, then click Browse to select the file.

  4. Set the file type to CSV (comma-separated values).

  5. Click Next to proceed to the Define Data Format step.

  6. Make sure your data was processed correctly, then click Next.

  7. On the Map Fields step, choose which fields to include in the import as well as their types.

  8. Click Next to proceed to the Edit Field Settings step.

  9. Edit the settings on default or new fields as needed.

  10. To start the import click Next.

That's it! You successfully imported your Auth0 users into Watson Campaign Automation.