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Using the import template provided within the Admin Console is a quick way to take existing user data and bring it into Optimizely <<product-name>>. The template is pre-populated with data columns which represent the many user fields in <<product-name>>. This article provides an overview of how to effectively use the import template.


To successfully upload the data into <<product-name>>, the cells in the template spreadsheet must be formatted as text.

The template columns are in the following groups:

  • **Required** – These fields are customer data point that are necessary within <<product-name>>

  • **Recommended** – These fields are recommended but not necessary to create a viable customer in <<product-name>>

  • **Optional** – These fields are optional based on the configuration of <<product-name>> features