Create segments from imported files in Amazon Connect - Amazon Connect

Create segments from imported files in Amazon Connect

Note

To access the segmentation builder experience in the Amazon Connect admin website, ensure that the appropriate security profiles permissions are configured. For more information, see Assign security profile permissions to manage customer segments.

Customer segment import uses a CSV file containing profile data to create new profiles or update existing ones, which are then grouped into a segment. The CSV file must be under 1GB in size and include valid headers that map to standard profile attributes.

The following steps describe creating and configuring an imported customer segment:

Create a new segment

  1. To create a segment, ensure that you have created security profiles permissions as a prerequisite. For more information, see Assign security profile permissions to manage customer segments.

  2. In the Amazon Connect admin website, navigate to

  3. Choose Create segment and select From file upload from the dropdown

Upload CSV file

Choose a CSV file by either:

  • Choosing Choose file and selecting your file.

  • Dragging and dropping your file into the upload area.

The file must be:

  • In CSV format

  • Under 1GB in size

  • Contain headers

  • UTF-8 encoded

Configure segment details

For Name, specify a recognizable identifier for your segment. This field is required.

  • Use only letters (a-z, A-Z), numbers (0-9), hyphens (-), or underscores (_)

  • Begin with a letter or number (not an underscore)

  • Maximum length of 255 characters

Note

The Amazon Connect admin website uses this name as the DisplayName of the segment and generates a unique SegmentDefinitionName identifier. This identifier is used when accessing the segment through Amazon Connect Customer Profiles APIs.

For Description, (optional), add details about your segment:

  • Maximum length of 1000 characters

Map customer attributes

Object type mapping defines how Customer Profiles processes your CSV data. This mapping:

  • Determines how CSV data populates standard profile objects.

  • Specifies which fields to index for profile assignment.

For more information about object type mapping, see Create and ingest customer data into Customer Profiles.

Choose one of these options to map your CSV columns to Customer Profiles attributes:

Option 1: AI-powered mapping (Recommended)

  1. Choose Generate customer attributes, then choose Next.

  2. The system analyzes your CSV headers and suggests appropriate mappings to standard profile attributes.

  3. Review the suggested mappings.

  4. Optional: Customize the mappings:

    • Modify standard profile attribute mappings.

    • Add custom attributes using the format: Attributes.attribute-name.

    • Update the unique identifier.

Option 2: Manual mapping

  1. Map each CSV column header to a profile attribute:

    Note

    You can map up to 25 attributes.

  2. Choose one mapped attribute as the customer identifier (unique key).

Choose a customer identifier

After completing the mapping, choose one mapped attribute as the customer identifier. Amazon Connect Customer Profiles uses this identifier to:

  • Create new profiles or update existing ones.

  • Match incoming data with existing profiles.

Note

Attribute mappings can be modified at any time during setup, whether using AI-powered or manual mapping.

Set profile expiry

Specify when imported profiles expire:

  1. Choose an expiry option:

    • Default: 14 days from import date

    • Custom: Select a date using the date picker

  2. For custom expiry dates:

    • Minimum: 1 day after import

    • Maximum: 90 days after import

Customer Profiles removes expired profiles from the segment and the profiles domain.

Note

Choose an expiry period that aligns with your data retention requirements. Consider whether the default 14-day period meets your business needs before selecting a custom date.

Create and monitor segment import

Create the segment
  1. Review your configuration.

  2. Choose Create segment.

  3. The system will:

    • Upload your CSV file.

    • Create/update profiles based on the data.

    • Group the profiles into a segment.

    • Show progress by using a notification banner.

Monitor import progress

  • View the import progress on the segment details page.

  • The notification banner shows that the import job is in progress.

  • The import job details table shows:

    • File name

    • Import job creation date

    • Import job completion date

    • Number of profiles processed

    • Number of successful imports

    • Number of failed imports

  • You can cancel the import while in progress.

  • The segment can be used in campaigns while the import job is still in progress.

Note

Imported segments can be used like any other segment for outbound campaigns or exports once the import is complete. You can view the segment details, including import status and results, from the segment details page.