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description=Add or update objects and relationships via CSV to add or update data in Customer.io. This is a good option if you’re just getting started and want to quickly add objects or relationships to your workspace. You can also import if your data isn’t available through an integration.;

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Text of the page (random words):
ing your account workspaces privacy security troubleshooting releases releases latest features at customer io new names for familiar parts of customer io 2026 07 15 we ve updated some navigation labels to better match how people think about marketing automation and messaging their audience campaigns are now see which email clients your recipients use 2026 07 13 the new email clients tab in the analysis section breaks down opens and clicks by email client this information tells you which clients you should manage all your accounts with a single login 2026 07 12 if you have multiple customer io accounts you no longer need a separate login for each one with guest access you can sign in to your own account get started welcome to customer io quick start guide academy structured learning 1 create your workspace 2 set up message channels 3 integrate with customer io 4 add profiles 5 send events and make segments 6 start sending automations and workflows ai features use customer io with ai your customer io agent beta ask the agent custom skills routines segment builder troubleshooting and feedback customer io cli get started service accounts command reference customer io mcp get started chatgpt setup claude setup cursor and other ides update your mcp client email content analysis in app message suggestions in app survey analysis use our docs with ai messaging introduction to messaging profiles events manage profiles their attributes profiles add or update profiles how to identify profiles manage profile attributes manage devices resolve duplicate profiles what s the last visited field and how do i use it delete profiles and suppress profile ids export a profile s data export data for multiple profiles storing and using json events import profiles or events via csv find profiles data search for profiles filter profile activity using your data index how do i know what data i have available anonymous data anonymous profiles anonymous activity merging anonymous activity anonymous events how do i create multiple subscription types shortcuts to external services objects non people data overview objects vs collections objects objects how they work objects video tutorials object types objects relationships import objects or relationships via csv export objects or relationships via csv objects and relationships in automations use objects in liquid objects use cases upsell monetize power users adoption drive feature usage awareness announce events conversion activate profiles on your event waitlist collections segmentation how segments work build segments with ai data driven segments manual segments create segments based on mobile devices ad audiences timestamp conditions using json in segments timestamp conditions faq timestamp rules for building segments why don t profiles match within the past x days conditions setting up segments for specific purposes design studio beta welcome to design studio manage your files convert emails to design studio create review emails keyboard shortcuts style your messages set global styles assign global styles to components dark mode responsive styles visual editor get started style individual messages add preview liquid rules display content based on conditions code editor get started validate your email transformers mjml framework css inlining formatting set url parameters for a single message css cleanup css variables accessibility fixes use emmet syntax use mso syntax preview email in design studio review your email for quality and accessibility manage connected messages connect an email to an automation edit connected messages publish changes disconnect an email from an automation create reusable content understand components add components to your message understand and style standard components custom components how to create edit a component create a component from scratch create modifiable placeholder content style custom components delete a component syntax understand syntax add conditionals directives loop through data create a stylesheet migrate components from parcel collaborate with teammates how to collaborate submit manage feedback manage version history send a test message whatsapp templates message channels email email getting started transitioning to customer io as a sender introduction to creating emails test your emails email attachments deliverability email deliverability best practices domain authentication delete a domain domain warming track links with your domain ip addresses shared vs dedicated spamhaus blocklist listings how to manage suppressions email suppression lists google postmaster tools custom unsubscribe links rfc 8058 authenticating for apple private email relay set up anonymized email relay addresses verify deliverable email addresses with kickbox custom smtp use your own smtp server using multiple smtp servers use your mailgun account use your mailjet account use your mandrill account use your postmark account use your sendgrid account use your sparkpost account use your oracle dyn account manage consent for open tracking editors choose the right email editor drag and drop emails the basics drag and drop editor faq troubleshooting your drag and drop emails email code editor design layouts introduction to email layouts customizing email layouts archive layouts html and css email vs web css pre processing amp for email adding a view in browser link resources for templates code and best practices adapting foundation s basic template adapting mailchimp s two column template senders headers how do i add an avatar logo to my emails set custom email headers set custom preheader preview text what does the fake bcc option do create multiple from addresses email recipes welcome email copy gmail promotions code editor send trustpilot reviews push notifications get started integrate your app migrate from another provider registering device tokens send push notifications custom push payloads test push notifications push metrics and message statuses best practices for push notifications frequently asked questions troubleshooting mobile issues sms get started send sms mms messages link shortening inbound messages getting started inbound statuses and activities respond to inbound keywords senders tracking frequently asked questions smart character encoding opt out keyword handling validate mobile phone numbers register as a sender getting a phone number update your privacy policy for sms build a compliant sms opt in form brand and campaign registration opt in and out flow what kind of phone number do i need hipaa compliance and privacy regulations telehealth and weight management compliance web in app messages get started set up your website send in app messages global styles for in app messages notification inbox get started send inbox messages trigger inbox messages from your backend inbox message metrics advanced custom inbox overview compose json messages display inbox messages in your app anonymous messages anonymous messages forms faq forms and surveys forms lead capture surveys inline messages multi step messages in app metrics test your messages localize messages in app faq recipes for your website nps surveys promotions and offers promote upcoming event milestones and achievements feature adoption message editor reference the visual editor in app component reference legacy in app editor whatsapp get started create content templates send a whatsapp message whatsapp metrics and reporting inbound messages getting started respond to inbound messages inbound statuses and activities frequently asked questions line messaging get started send messages line metrics and reporting slack messages get started languages localization translate your messages set up your localization attribute track metrics for translations links in messages link tracking checking link status adding url parameters to links track universal links and app links in email https link tracking subscription preferences overview of subscription options global unsubscribes the subscription center brand your subscription pages subscription faqs manage subscription preferences subscription preference metrics multi language support for the subscription center migrate subscription preferences set preferences outside of the subscription center find messages using the message library assets library store files image requirements message statuses message activity send messages automations broadcasts and transactional messages tags automations automation concepts settings automation journeys create an automation automations page triggers filters and frequencies when to use filters goals conversion criteria exit conditions schedule an automation change the state of an automation troubleshoot automations why aren t profiles entering my automation why aren t profiles receiving my message edit live automations edit triggers filters or frequencies edit goals edit workflows webhook triggered automations webhook automations send event batch update follow up on nps responses sync customers from stripe to customer io automation for syncing mixpanel cohorts slack notification for support tickets grace periods automation recipes our recipe book send a welcome email birthday and anniversary automations cart abandonment double opt in onboarding automation optimize emails with just words trial expiration reminders cohort tests trigger automations based on roles rss feed email automation reminders for multiple upcoming trips delete inactive profiles broadcast one time sends introduction to broadcasts one time sends api triggered broadcasts personalize messages with trigger data format api triggered broadcasts edit live api triggered broadcasts common api triggered broadcast errors transactional messages getting started key concepts set up a transactional email set up a transactional push set up a transactional in app message set up a transactional sms transactional examples common transactional api errors frequently asked questions automations with transactional messages workflow builder workflow builder llm actions generate data decisions with ai send event batch update conditions holdout tests a b tests copy workflow items attribute updates create or update profile set journey attributes fix inconsistent attribute names reformat timestamp attributes branches flow control types of branches multi split branches random cohorts true false branches exit blocks delays time window wait until randomized delay webhooks send and receive data with webhook actions configure reusable webhooks send in app messages using webhooks web push with webhooks send direct mail with lob message sending default sending settings sending behavior options queue draft for automation qa geolocation and time zone data recommended send time send messages in users time zones supported time zone formats message limits liquid personalization personalize messages with liquid liquid upgrade liquid syntax list liquid recipes personalize actions with javascript reusing content with snippets composer errors metrics metrics overview goals automation and broadcast metrics home dashboard workspace performance dashboard email client metrics email deliverability metrics reports understanding your a b test results getting conclusive results from a b tests failed and attempted messages integrations integration directory get started quick start guide understanding integrations in customer io troubleshooting data compliance and privacy data in introduction source specs understanding incoming data identify group page screen track alias common fields custom events semantic events understanding semantic events a b test events customer io events ecommerce events email events live chat events mobile app lifecycle events video playback events backfill historical data proxying requests to customer io connections customer io api journeys message metrics mobile app sources forms get started formstack jotform squarespace typeform unbounce webflow wordpress with wpforms custom js integrations facebook lead ads use form data in customer io forms api backend integrations edit or disconnect forms javascript getting started javascript frameworks method reference migrate from another service managing identities cookies and identity management utility methods and performance in app messages notification inbox content security policy csp proxying the javascript client legacy javascript get started identify profiles track and page events in app messages content security policy csp track api integrations add a track api integration advanced transform data invalid track api requests hubspot beta get started map hubspot data to customer io filter incoming data deleting data hubspot forms reverse etl about reverse etl amazon redshift google bigquery microsoft sql server mysql postgresql snowflake legacy integrations reverse etl overview amazon redshift google bigquery microsoft sql server mysql postgresql snowflake salesforce getting started map salesforce data to customer io map data to other services scheduled syncs deleting data api call calculator servers node js python go customer data platforms segment segment data in classic rudderstack mparticle legacy webhook based integrations using zapier with the track api zoho integration hubspot integration data out getting started add a data out integration actions action triggers code mode database warehouse integrations introduction standard integrations advanced integrations filtering and mapping actions resend past data connections actable predictive adobe target algolia insights amazon redshift amazon redshift advanced amazon s3 amazon s3 advanced amplitude amplitude message metrics attio azure blob storage bing ads braze braze cohorts clevertap close commandbar cordial criteo audiences customer io facebook conversions api friendbuy fullstory gainsight px google ad conversions google ads gtag google analytics google bigquery google bigquery advanced google cloud storage google cloud storage advanced google sheets google tag manager gtm heap hubspot intercom koala launchdarkly livelike logrocket meta facebook pixel metronome mixpanel mixpanel message metrics moengage ms azure blob storage advanced pinterest conversions pipedrive playerzero qualtrics reporting webhooks ripe rudderstack legacy salesforce about this integration sent messages as tasks frequently asked questions saleswings segment segment message metrics sendgrid marketing automations slack snowflake snowflake advanced sprig talon one tiktok conversions twilio twilio engage messaging twilio studio twitter pixel visual website optimizer vwo webhooks wisepops yandex zendesk api reference about our apis comparing the pipelines and track apis pipelines api track api app api design studio html best practices journeys webhooks mobile sdks ios quick start guide getting started how it works authentication packages and configuration options swift 6 troubleshooting identify and track users id...