Adding users

There are various ways you can populate Pavior with your users.

Using the client API

This is the preferred way to add users to Pavior. If you use the client API, not only will the user automatically be added to Pavior, but we will also keep various attributes about them up-to-date, such as the last time they visited your website. And in case this customer has a less-than-delightful experience with your website, you will also be able to rewind time to understand what happened.

1. Make sure the Pavior snippet is installed on your website.
2. Ensure that you are setting the id or email fields in the Pavior('init', ...) call.
3. Ensure that you are using secure user authentication for logged-in users. An id or email that is unauthenticated will be treated as a lead.

Using the server API

Our APi reference describes how you can add users using our server API.

Manually adding a single user

1. Go to [MDX CODE]
2. Fill in the user's id, email, and name. If the id is omitted, the email will be used as the id.
3. Click Save
4. If you need to modify any other attributes on the user, you can do this from their user profile after the user has been created.

Bulk import multiple users

1. Go to [MDX CODE]
2. Choose an excel or CSV file to upload. The file should contain one row for each user you want to upload. It can have any columns you want, but must have at least one column that uniquely identifies the user (either email or id).
3. After uploading the file, choose the column that represent's the user's id. You will only be able to choose columns that have unique values for each user.
4. After choosing the id column, you can select additional columns that you wish to import.
5. With all the target attributes chosen, you can then decide to map the selected attributes with the existing ones in Pavior.
6. If there are any conflicts during the import, Pavior offers you the choice of overwriting the values already present in Pavior with the ones you're importing. If there are no conflicts, Pavior displays the page below, and you can proceed to complete the import.