Bulk upload info to create new Segment

I need to create several Segments based on CompanyID in our system. Is there a way to upload multiple entries at once when creating the Segment? The current one-at-a-time process is very time consuming. 

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  • There's an option to create a segment based on CSV upload, which might help. https://support.pendo.io/hc/en-us/articles/360031862532-Segments#bulk-add-visitor-or-account-ids-with-a-csv-file-0-10

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  • Is the ability to upload a CSV only available on some plans? I don't see that option in my UI.

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  • I don't think it's plan based? But it is a poorly designed interaction. If you're wanting to upload by account ID, make sure you're selecting Account ID under the "Account Data" section and not the "Visitor Data" section. I use the feature infrequently enough that it trips me up every time. 

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  • That was the issue! I see it now that I selected the correct Account ID. Thank you, Cale!

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  • You're welcome!

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  • Is there any way to bulk upload via .csv for variables other than Visitor / Account ID? We use a unique ID on our network that is different than the Visitor ID. This ID is built out into Pendo and we can segment using it, but there is no .csv upload option. 

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  • Found a fix for anyone who stumbles on this. I was able to export the list of Visitor ID from pendo that included also included the ID we have in our network. Then I simply joined the datasets to match the overlapping variable, isolating Visitor ID for those that matched. I then uploaded the Visitor ID .csv to Pendo.

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