Upsert API enables you to send users' attributes and events to Insider. It allows you to insert and update user data whenever you need it. You can use the Upsert User Data for the following use cases:
- Sending offline purchases or any other events
- Sending leads that are collected from any other platform
- Sending segments that are prepared in-house
Endpoint and Headers
Headers
Header | Sample Value | Description |
---|---|---|
X-PARTNER-NAME | mybrand | This is your partner name. Navigate to InOne > Inone Settings > Account Settings to copy your partner name. The partner name should be lowercase. |
X-REQUEST-TOKEN | 1a2b3c4e5d6f | This key is required to authorize your request. Refer to API Authentication Tokens to generate your token. |
Content-Type | application/json | This header specifies the media type of the resource. |
Body Parameters
You can send two data types to our data ingestion API: attributes and events.
An attribute is a single, static piece of information about a user, such as gender, age, or loyalty class. When you send data to an array attribute for a user, the new values are added to the existing ones by default. If you don't want to append values but overwrite the array attributes, you need to add "not_append": true or "append": false to the request. If you use both together, the value you provide for "append" will be accepted.
An event is a collection of information, such as purchased products or visited stores. Any update request for an existing user with the same event name will append it to the collection.
Using Upsert API, you can import historical data. While importing historical data, if there is an active Architect On Event element or the data stream is set, and the imported data meets the conditions of the journey and the data stream, the Architect On Event element or data stream can be triggered.
For example, you send the purchase events from one year ago to users with Upsert API. At the same time, if an active Architect journey is set with a purchase condition using the On Event element, users will enter this journey because they meet the condition based on their data from a year ago.
A boolean flag called “skip_hook” is available in the Upsert request body to prevent historical data from entering the current journey. Thanks to this flag, you can choose whether to trigger the data stream or use the Architect On Event starter for the imported data.
This flag is not mandatory. If not specified, it is taken as skip_hook: false by default. If you do not want to trigger the data stream, it should be skip_hook: true.
Insider allows these parameters to send:
Parameter | Description | Data Type | Required |
---|---|---|---|
users | Array of user information such as identifiers, attributes and events. | Array | Yes |
identifiers | User's identifier information. | Object | Yes |
attributes | Attributes object of user information such as gender, age. | Object | No |
Attribute. User's email address, can be used as an identifier. | String | No | |
phone_number | Attribute. User's phone number in E.164 format (e.g. +6598765432), can be used as an identifier. | String | No |
email_optin | Attribute. User's permission for marketing emails: True = emails allowed; False = email not allowed | Boolean | No |
gdpr_optin | Attribute. User's permission for Insider campaigns, data collection and processing: False = user will not see any Insider campaign or receive any message from any channel; True or empty = Insider may interact with the user through personalization campaigns | Boolean | No |
sms_optin | Attribute. User's permission for SMS: True = SMS allowed; False = SMS not allowed | Boolean | No |
whatsapp_optin | Attribute. User's permission for WhatsApp Message: True = WhatsApp Message allowed False = WhatsApp Message not allowed | Boolean | No |
name | Attribute. User's name. | String | No |
surname | Attribute. User's surname. | String | No |
birthday | Attribute. User's birthday in RFC 3339 format (e.g. 1993-03-12T00:00:00Z). Note: Ensure the birthday ends with Z to indicate UTC time; no other time offset is included. | Date/Time | No |
gender | Attribute. Gender of the user | String | No |
age | Attribute. Age of the user | Number | No |
language | Language information of the user | String | No |
country | Attribute. The user's country information in ISO 3166-1 alpha-2 format. | String | No |
city | Attribute. City information of the user. | String | No |
list_id | Attribute. Newsletter contact list IDs (users are added directly). | Numbers (Number array) | No |
uuid | Attribute. User’s UUID, can be used as an identifier. | String | No |
error_callback_endpoint | An endpoint to notify you if your upsert request fails on our side because of a unification error. | URL | No |
lo | User's locale information | String | No |
events | List of events | Array | No |
event_name | Name of the event | String | Yes |
timestamp | Event. Event time, the purchase date for the purchase event in RFC3339 format. | Datetime | Yes |
event_params | Event parameters for purchase-related properties. | Object | No |
custom | Object consisting of custom event parameters | Object | No |
event_group_id | Event group ID | String | No (Yes only when the event_name is purchase or cart_page_view) |
product_id | Event parameter. Unique product ID. | String | No |
name | Event parameter. Name of the product. | String | No |
taxonomy | Event parameter. Category tree of the product. | Array | No |
url | Event parameter. Product URL for purchase events | URL | No |
currency | Event parameter. Currency used for product pricing, in ISO 4217 format (e.g. USD). | String | No (Yes only when the event_name is purchase or cart_page_view) |
quantity | Event parameter. Quantity of the product. | Integer | No (Yes only when the event_name is purchase) |
unit_price | Event parameter. Price of the product without any discount(s). | Float | No |
unit_sale_price | Event parameter. Unit price of the product. | Float | No (Yes only when the event_name is purchase or cart_page_view) |
locale | Event parameter. Locale of the user. | String | No |
color | Event parameter. Color of the product (selected by user). | String | No |
size | Event parameter. Size of the product (selected by user). | String | No |
shipping_cost | Event parameter. Shipping cost of the items in basket. | String | No |
promotion_name | Event parameter. Name of the promotion. | String | No |
promotion_discount | Event parameter. Total amount of discount applied by promotions. | Float | No |
If your company obtains your users' consent in compliance with the local regulations, make sure to pass the GDPR opt-in field to Insider. If you want to stop collecting and processing the data of an identified user, GDPR opt-in field should have the false value. Insider cannot be held liable if these obligations are not fulfilled and reserves the right to seek compensation from your company.
Sample Requests
The request body consists of a users array. Each user must have an identifiers object.
curl --location --request POST 'https://unification.useinsider.com/api/user/v1/upsert' \
--header 'X-PARTNER-NAME: mybrand' \
--header 'X-REQUEST-TOKEN: 1a2b3c4e5d6f' \
--header 'Content-Type: application/json' \
--data-raw '{
"skip_hook": false,
"users": [
{
"identifiers": {
"email": "sample@useinsider.com",
"uuid": "1x2y3z",
"custom": {
"user_loyalty_id": "xyz123"
}
},
"attributes": {
"email_optin": true,
"age": 30,
"language": "en_US",
"list_id": [
1,
2
],
"birthday": "1980-01-01T00:00:00Z",
"custom": {
"favorite_color": [
"green"
]
}
},
"events": [
{
"event_name": "purchase",
"timestamp": "2021-01-10T21:35:20Z",
"event_params": {
"product_id": "ABC21000",
"name": "Your Product Name",
"unit_price": 990.9,
"unit_sale_price": 890.9,
"event_group_id": "ORDER123",
"taxonomy": [
"Electronic",
"Phone"
],
"currency": "USD",
"quantity": 1
}
},
{
"event_name": "account_created",
"timestamp": "2021-01-17T14:41:21+03:00",
"event_params": {
"custom": {
"customer_type": "trial",
"trial_start_date": "2021-01-17T14:39:21+03:00",
"trial_end_date": "2021-01-24T14:41:21+03:00"
}
}
}
]
}
]
}'
The request body below contains insider_id.
curl --location --request POST 'https://unification.useinsider.com/api/user/v1/upsert' \
--header 'X-PARTNER-NAME: mybrand' \
--header 'X-REQUEST-TOKEN: 1a2b3c4e5d6f' \
--header 'Content-Type: application/json' \
--data-raw '{
"skip_hook": false,
"error_callback_endpoint":"http://your-error-callback-endpoint.yourdomain.com",
"users": [
{
"insider_id": "sampleinsiderid",
"attributes": {
"email_optin": true,
"age": 30,
"language": "en_US",
"list_id": [
1,
2
],
"birthday": "1980-01-01T00:00:00Z",
"custom": {
"favorite_color": [
"green"
]
}
},
"not_append": true,
"events": [
{
"event_name": "purchase",
"timestamp": "2021-01-10T21:35:20Z",
"event_params": {
"product_id": "ABC21000",
"name": "Your Product Name",
"unit_price": 990.9,
"unit_sale_price": 890.9,
"event_group_id": "ORDER123",
"taxonomy": [
"Electronic",
"Phone"
],
"currency": "USD",
"quantity": 1
}
},
{
"event_name": "account_created",
"timestamp": "2021-01-17T14:41:21+03:00",
"event_params": {
"custom": {
"customer_type": "trial",
"trial_start_date": "2021-01-17T14:39:21+03:00",
"trial_end_date": "2021-01-24T14:41:21+03:00"
}
}
}
]
}
]
}'
The request below sends data for two users, each with their own attributes, events, and custom parameters.
curl --location --request POST 'https://unification.useinsider.com/api/user/v1/upsert' \
--header 'X-PARTNER-NAME: mybrand' \
--header 'X-REQUEST-TOKEN: 1a2b3c4e5d6f' \
--header 'Content-Type: application/json' \
--data-raw '{
"skip_hook": false,
"error_callback_endpoint":"http://your-error-callback-endpoint.yourdomain.com",
"users": [
{
"insider_id": "sampleinsiderid",
"attributes": {
"email_optin": true,
"age": 30,
"language": "en_US",
"list_id": [
1,
2
],
"birthday": "1980-01-01T00:00:00Z",
"custom": {
"favorite_color": [
"green"
]
}
},
"not_append": true,
"events": [
{
"event_name": "purchase",
"timestamp": "2021-01-10T21:35:20Z",
"event_params": {
"product_id": "ABC21000",
"name": "Your Product Name",
"unit_price": 990.9,
"unit_sale_price": 890.9,
"event_group_id": "ORDER123",
"taxonomy": [
"Electronic",
"Phone"
],
"currency": "USD",
"quantity": 1
}
},
{
"event_name": "account_created",
"timestamp": "2021-01-17T14:41:21+03:00",
"event_params": {
"custom": {
"customer_type": "trial",
"trial_start_date": "2021-01-17T14:39:21+03:00",
"trial_end_date": "2021-01-24T14:41:21+03:00"
}
}
}
]
},
{
"insider_id": "sampleinsiderid_2",
"attributes": {
"email_optin": true,
"age": 23,
"language": "en_US",
"list_id": [
1,
2
],
"birthday": "1996-08-08T00:00:00Z",
"custom": {
"favorite_color": [
"blue"
]
}
},
"not_append": true,
"events": [
{
"event_name": "purchase",
"timestamp": "2024-01-10T21:35:20Z",
"event_params": {
"product_id": "CYD21000",
"name": "Your Product Name",
"unit_price": 990.9,
"unit_sale_price": 890.9,
"event_group_id": "ORDER123",
"taxonomy": [
"Electronic",
"Phone"
],
"currency": "USD",
"quantity": 1
}
},
{
"event_name": "account_created",
"timestamp": "2022-02-17T14:41:21+03:00",
"event_params": {
"custom": {
"customer_type": "trial",
"trial_start_date": "2021-04-17T14:39:21+03:00",
"trial_end_date": "2021-04-24T14:41:21+03:00"
}
}
}
]
}
]
}'
Sample Responses
200 OK
This response indicates that the event_group_id and unit_sale_price parameters are included together in the request for the purchase event.
{
"data": {
"successful": {},
"fail": {
"count": 1,
"errors": {
"users.0.events.0.event_params.*.required": [
"event_group_id parameter is required on purchase event",
"unit_sale_price parameter is required on purchase event"
]
}
}
}
}
200 OK
For the request below, you need to use an identifier for the user, which can be either insider_id or UUID, email or phone number, or a custom attribute. Besides, you can also send these attributes as attributes if any one of them is not an identifier.
{
"data": {
"successful": {},
"fail": {
"count": 1,
"errors": {
"users.0.events.0.event_params.*.required": [
"event_group_id parameter is required on purchase event",
"unit_sale_price parameter is required on purchase event"
],
"users.0.identifiers.required": [
"either insider_id or idenifiers must be specified"
],
"users.0.insider_id.required": [
"either insider_id or idenifiers must be specified"
]
}
}
}
}
200 OK
For the request below, you need to have a valid email address in the format stated in the parameters table.
{
"data": {
"successful": {},
"fail": {
"count": 1,
"errors": {
"users.0.events.0.event_params.*.required": [
"event_group_id parameter is required on purchase event",
"unit_sale_price parameter is required on purchase event"
],
"users.0.identifiers.*.regexp(^.+@.+\\..+$)": [
"not a valid email address: sample"
]
}
}
}
}
200 OK
For the request below, you need to have the valid UUID in the format stated in the parameters table.
{
"data": {
"successful": {},
"fail": {
"count": 1,
"errors": {
"users.0.events.0.event_params.*.required": [
"event_group_id parameter is required on purchase event",
"unit_sale_price parameter is required on purchase event"
],
"users.0.identifiers.*.type(string)": [
"uuid must be string: 12345"
]
}
}
}
}
200 OK
For the request below, you need to have a valid identifier in the format stated in the parameters table.
{
"data": {
"successful": {},
"fail": {
"count": 1,
"errors": {
"users.0.events.0.event_params.*.required": [
"event_group_id parameter is required on purchase event",
"unit_sale_price parameter is required on purchase event"
],
"users.0.identifiers.*.in(defaults_column)": [
"key must be one of phone_number(pn), email(em) or uuid"
]
}
}
}
}
200 OK
For the request below, you need to have a valid phone number in the format stated in the parameters table.
{
"data": {
"successful": {},
"fail": {
"count": 1,
"errors": {
"users.0.events.0.event_params.*.required": [
"event_group_id parameter is required on purchase event",
"unit_sale_price parameter is required on purchase event"
],
"users.0.identifiers.*.regexp(^\\+[1-9]\\d{6,14}$)": [
"user has an invalid phone number: 12345"
]
}
}
}
}
However, the actual ingestion of the data is evaluated separately on a profile level and is reflected in the response body with a success count and a fail count. For example, a request may return status 200 with success_count: 0 and fail_count: 1, meaning that although the request structure was correct, the data could not be fully processed or written to the profile.
400 Bad Request
If you do not include user in your request, you receive an error shown below:
{"error":"users must be defined: bad request"}
400 Bad Request
The entire request must be no larger than 5 MB in size. If you send more than that limit, you receive an error shown below:
{"error": "request body is bigger than maximum allowed size 5,000,000 bytes"}
429 Too Many Requests
If you exceed the rate limits, you receive an error shown below:
{
"error": "rejected: too many requests"
}
Error Codes
- 400 Bad Request
- 500 Internal Server Error
- 403 Forbidden
- 429 Too Many Requests
Limitations
- All functions must be executed with a simple HTTPS POST request.
- Only new data can be inserted and updated with this API. No data can be retrieved.
- The request token should be provided in the request header. If the token is incorrect, no operation will be executed.
- The entire request must not exceed 5 MB.
- Each request can upsert data for a maximum of 1,000 records (user).
- The rate limit is shared with the Delete User Attribute, allowing a total of 25,000 requests per minute, which means you can process up to 25 million user records per minute with full batching.
- The value of X-PARTNER-NAME header should be lowercase.