Importing data from CSV files into Data Extensions is a crucial task in Salesforce Marketing Cloud (SFMC). Whether you’re managing subscriber lists or updating user preferences, this guide will walk you through the full process step-by-step.
Why Import CSV to Data Extensions?
- Bulk update or add subscriber data.
- Automate recurring imports with FTP or Automation Studio.
- Keep customer data accurate and up to date.
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Step-by-Step: Import CSV File
- Log in to Salesforce Marketing Cloud.
- Navigate to Subscribers > Data Extensions.
- Select or create the target Data Extension.
- Click Records > Import.
- Upload your CSV file from your local machine.
- Map CSV fields to Data Extension fields accurately.
- Choose options like Add Only, Update Only, or Add & Update.
- Click Import to complete the process.
CSV File Format Tips
- Ensure headers in CSV match the Data Extension field names.
- Use UTF-8 encoding to avoid special character issues.
- Validate the file before uploading to avoid import errors.
Use Case Example
Let’s say you’ve collected leads from a webinar registration. You can export the list from your webinar platform as a CSV, then import it directly into a Data Extension in SFMC. This data can now be used in your Welcome Journey, targeted campaigns, or segmented lists.
Field Mapping Example Table
| CSV Field | Data Extension Field | Data Type |
|---|---|---|
| First Name | FirstName | Text |
| Email Address | EmailAddress | |
| Subscribed | IsSubscribed | Boolean |
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Additional Resources
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