How To Import CSV File To Data Extention | Peoplewoo Skills

Step-by-Step: Import CSV File

1. Log in to Salesforce Marketing Cloud.
2. Navigate to Subscribers > Data Extensions.
3. Select or create the target Data Extension.
4. Click Records > Import.
5. Upload your CSV file from your local machine.
6. Map CSV fields to Data Extension fields accurately.
7. Choose options like Add Only, Update Only, or Add & Update.
8. Click Import to complete the process.

CSV File Format Tips

• Ensure headers in CSV match the Data Extension field names exactly.
• Use UTF-8 encoding to prevent special character issues.
• Validate the file before uploading to avoid import errors.
• Keep file size under 20MB for manual uploads.
• Use consistent date formats (e.g., YYYY-MM-DD) for easy mapping.

Field Mapping Example

Use Case Example

Let’s say you’ve collected leads from a webinar registration form. You can export that data as a CSV file and import it directly into a Data Extension in SFMC. This enables you to:

• Trigger a Welcome Journey for new leads.
• Segment your audience for future events.
• Send personalized follow-ups or thank-you emails.

Automating CSV Imports

If you frequently receive new data, you can automate the CSV import process using Automation Studio:

1. Upload your CSV to the designated SFTP folder.
2. Create a new Automation with an Import File Activity.
3. Configure field mapping, import type, and notification options.
4. Schedule the automation to run daily or weekly.

This approach saves time and ensures your Data Extensions are always up to date without manual uploads.

Common Import Errors and Fixes

• Header mismatch: Ensure column names in your CSV match exactly with Data Extension field names.
• Invalid data type: Verify that text, date, or boolean values match the DE field configuration.
• Encoding issues: Always save the CSV in UTF-8 format.
• Duplicate primary keys: Check for duplicate SubscriberKey or unique ID values before importing.