Target

Import a customer list

File formats, match rate and precautions related to personal data.

Intermediate 20 min

In brief

You can create an audience from your own customer file (email addresses, phone numbers…). Meta compares this data with its users and finds some of them: this is the match rate.

Why it matters

It’s the most reliable audience for reaching your customers, excluding them from an acquisition campaign, or creating a lookalike audience.

Before you start

  • You have the right to use this data for advertising (consent or a legal basis). Without it, do not import the file.
  • The file is clean: one person per row, no duplicates, valid addresses.
  • You don’t include any sensitive data.

The steps

  1. Prepare a CSV (or TXT) file with clear columns: email, phone, first name, last name, city, postal code, country.
  2. In Audiences, click Create audience, then Custom audience, then Customer list.
  3. Choose to update an existing list or create a new one.
  4. Add the file (or paste the data).
  5. Map each column to the matching identifier (email, phone…). Meta hashes the data before comparing it.
  6. Check the preview, then import.
  7. Check the match rate and name the audience (“Customers – October”).

Pitfalls to avoid

  • Importing a list without consent.
  • Poorly mapped columns: the match rate collapses.
  • A file that is too small: the audience is unusable.
  • Forgetting to update the list: unsubscribed customers stay in it.

Key takeaways

  • Customer list = your data; it must be lawful.
  • The more varied and clean the identifiers, the better the match rate.
  • Use it to exclude customers and to create lookalike audiences.

Practice in TRIALO

In Create audience, choose Customer file: follow the five steps with the sample file of 300 fictional addresses and look at the simulated match rate.

From guide to practice

Use the simulator's sample file to import a list of 300 fictional addresses.

  • Create your fictional campaigns, step by step
  • Analyze fake results to practice reading them
  • Export your work as a PDF
See subscriptions

This guide is provided for educational purposes. The platforms' tools change: always check the labels and steps in the real tool. TRIALO's results are fake and don't predict those of a real campaign. TRIALO is not affiliated with, endorsed by or sponsored by Meta.