Pesquisa

Import data into Brevo from FTP servers or databases

clickable_banner-pricing_6_en-us.png

Automatically import contact data into your Brevo account from external systems using FTP servers or databases. This allows you to set up an automated data flow that runs without manual intervention.

Before you start

  • You need a connection to one of the following: 
    • An FTP server (yours or one provided by Brevo) 
    • A supported database (PostgreSQL, MongoDB, BigQuery, or Snowflake)
  • Currently, only contact data is supported. Support for e-commerce objects and custom objects will be available at a later date.
  • You can create multiple sources within a single integration to import data from different files or database tables.

ℹ️ About data import through integration

Brevo supports two types of data sources for automated imports: FTP servers and databases.

FTP server Databases (PostgreSQL, MongoDB, BigQuery, or Snowflake)

With an FTP server integration, you upload files to an FTP server, and Brevo automatically retrieves them for import. You can use your own FTP server or request one from Brevo.

  1. You upload data files to your FTP server at regular intervals (or whenever you have new data).
  2. Brevo checks the FTP server based on the schedule you define.
  3. If a file matching your specified rules is found, Brevo imports the data according to your configuration.
  4. If no new file is found, Brevo waits until the next scheduled check. 

❓How does it work?

The integration automatically imports data from your external system into Brevo at intervals you define. Once configured, the integration:

  • Checks for new data at the frequency you set (hourly, daily, or on-demand)
  • Processes and imports new or updated records
  • Maps your external data fields to Brevo contact attributes
  • Applies data transformation rules you've defined
  • Sends you alerts if any issues occur during import

You can monitor all import activity from your integration dashboard and download error reports if needed.

🖱️ Step 1: Access the integration

  1. From Brevo, click the account dropdown and select Integrations.
  2. In the search bar, enter the name of the integration you want to install and click it:
    1. FTP Server for file-based imports.
    2. PostgreSQL, MongoDB, BigQuery, or Snowflake for database imports.
      import-data_select-integration_en-us.png
  3. Click Setup integration.

⚙️ Step 2: Connect your source to Brevo

The integration will create the connection between Brevo and your external system:

  1. Enter a name for your integration and click Continue.
    import-data_name-integration_en-us.png
  2. Enter your credentials and fill in optional fields if needed to connect your database to Brevo. 
    import-data_credentials_en-us.png
  3. Click Test integration to ensure your Brevo account and server are connected.
  4. Click Add integration. 

🛢️ Step 3: Add a source

Now that your server and Brevo account are connected, you need to add your data source. A source defines what data to import and how to process it.

Source configuration

  1. Go to Integrations > My integrations and click the name of the integration you just created. 
  2. Click Create source. 
  3. Enter a name for your source. 
    import-data_source-configuration_en-us.png
  4. Choose the object in Brevo with which you want to sync your source. It can be Contact, Product, Order, or Order item. 
  5. In the File to sync drop-down, select the file from your source that you want to sync with Brevo. Click the drop-down and Refresh list if your file does not appear in the list. 
  6. (Optional) In the Field to check for updates drop-down, select the field from your source that Brevo should check during each sync to retrieve new or updated information. 
  7. In the Sync frequency drop-down, choose how often you want to collect data from your source to Brevo. It can be manually, every hour, or every day. You will be able to change this frequency later if needed. 
  8. Click Continue. 

Data selection 

In the Fields to sync drop-down, select which fields from your database source will be synchronized with Brevo and click Continue. 

❗️ Important
To ensure the synchronization works correctly, you have to select at least one field from each required group shown in the purple information callout.
data-import_data-selection_en-us.png

Data transformation

Apply formulas to your different attributes to clean and standardize them with the ones you already have in Brevo.

To apply a formula to an attribute: 

  1. Click Add formula.
    import-data_data-transformation_en-us.png
  2. In the editor field, enter your transformation formula using CEL (Common Expression Language).
    💡 Good to know
    Enter . in the editor to display available formulas and fields.
    Open the accordion below to check our examples of transformation formulas:
    ➕ Examples of transformation formulas
    • .normalizeEmail() - Removes spaces and converts email addresses to lowercase
    • .normalizePhoneNumber()- Converts phone numbers to international E.164 format
    • .normalizePhoneNumber("FR") - Normalizes local phone numbers using a specific country code
    • .normalizePhoneNumber(["FR", "BE", "CH"]) - Tries multiple country codes in order
    • (firstname + ' ' + lastname).trim() - Combines first and last name
    • email.isNull() || phone.isNull() - Identifies records with missing data
    • maritalStatus.ifNull('unknown') - Replaces null values with a default
    • variable.asInt() - Converts a value to integer
    ➡️ To learn more about CEL functions, check our dedicated article CEL functions reference.
  3. Reorder fields if needed using the drag and drop icon drag-icon.png. 
  4. Click Add field to add a new field in your source and sync it with a Brevo attribute.
  5. Click Continue. 

Attribute mapping 

Match fields from your source to Brevo attributes. 

  1. Next to each of your source field name, select in the drop-down the Brevo attribute corresponding to it. 
    ❗️ Important
    To ensure the synchronization works correctly, you have to select at least one field from each required group shown in the purple information callout. When mapping fields, ensure that the Brevo attribute type matches the data type of the field in your source. For example, if the Name field in your source is a text (string) field, you must select a Brevo attribute with the string type.
    import-data_attribute-mapping_en-us.png
  2. Deactivate an attribute if you do not want to sync it anymore. 
  3. Click Continue. 

You can check your import status directly in your integration settings by checking the list of your sources. 

▶️ Step 4: Activate and monitor your source

Once configured, your source will appear in your integration dashboard. From here you can:

  • View source settings and see when data was last imported
  • Manually trigger an import to test your configuration or get immediate updates
  • View alerts and errors from recent imports and download error reports
  • Edit source settings to adjust frequency, transformations, or field mappings
  • Delete the source if no longer needed
  • Add additional sources to the same integration

Your automated imports will now run according to the schedule you configured.

⏭️ What's next? 

🤔 Dúvidas?

Em caso de dúvida, sinta-se à vontade para entrar em contato com nossa equipe de suporte, criando um tíquete a partir da sua conta. Caso ainda não tenha uma conta, entre em contato conosco aqui.

Se você está procurando ajuda com um projeto usando o Brevo, podemos encontrar à agência parceira da Brevo certa.

💬 Este artigo foi útil?

0 de 0 acharam isto útil