Customer List

Customer list aggregates all customers that have interacted with your project as well as those that were imported from external sources. The customer list is broken down by different datasets.

Customer List

Import User Data

We provide four different import options so you can easily import and manage user data in MetaCRM Customer Data Platform.

First, click 'Add/Import Customer' button on the top of page, and you can see the four options. Select one to start.

Then follow the steps below to complete the import.

CSV

Download the template and fill in the data.

Make sure to save the file as a CSV and avoid including any blank rows.

Upload the CSV file and add tags to the imported users if needed.

Tags are optional, but they can help you manage your user list and enable advanced features such as segmentation.

Click the ‘Complete Import’ button, and you’re all set!

Smart Contract

Import user data by smart contract is the fastest way to create specific user group for targeted marketing campaigns.

Fetch from Smart Contract

Simply copy the smart contract of your target, such as competitor tokens, blue chip NFTs, or exclusive memberships and paste it in.

A list of users will then be fetched from the contract that projects can either merge into an existing dataset or create a new dataset.

Add Single User

You can also manually import user data. To proceed, make sure to fill in at least one piece of contact information.

Webhook

Webhook functionality allows external systems (such as self-built backends or third-party services) to automatically push new or updated customer data to this system. Below are the configuration steps

Obtain the Webhook URL

Access Customer List

• Go to the Customer List page and click Add/Import Customers.

Select Webhook

• In the pop-up window, choose Webhook.

  

  Add/Import Customers

Copy Webhook URL

• After selecting Webhook, the system will generate a unique Webhook URL specific to your organization’s account. Copy this URL into your external system or application to implement data synchronization.

  

  Webhook URL

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External System Configuration

Request Method

• When new or updated customer data is generated, send a POST request from your external system to the Webhook URL.

Token Authentication

• Token Placement: The authentication token is included as a URL parameter.

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Webhook Request Body

Your external system’s POST request must match the following structure:

{
  "tags": ["String"],
  "data": [
    {
      "address": "String",
      "email": "String",
      "discordHandle": "String",
      "twitterHandle": "String"
    }
  ]
}

• tags: An array of tags used for categorizing the data (optional).

• data: An array that can transmit multiple customer records at once.

• address: The user’s wallet address.

• email: The user’s email address (optional).

• discordHandle: The user’s Discord name or ID (if any).

• twitterHandle: The user’s Twitter handle (if any).

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Verifying Import Success

Auto-Update

• If the request is successful, the system automatically adds or updates these records in the customer list.

Import History

• You can view successful or failed import records here.

Troubleshooting

• If the import fails, check the following:

  • Is the Webhook URL correct?

  • Are the token/headers set up correctly?

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Security Recommendations

Use HTTPS

• Use HTTPS to protect data in transit.

Token / Signature Validation

• We recommend implementing credential checks on the backend to prevent malicious requests.

Logging

• Maintain logs of requests and responses for debugging and traceability.

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Once these steps are completed, the Webhook will automatically synchronize any newly added or updated customer data from external systems to this platform in real-time. If you have any questions, please refer to related tutorials or contact support.