How To Upload Csv Into Outrach

Larn how to create a Data Extension as yous typically would, then Import over the data from a CSV file. Just remember, you'll need the Contact xviii ID to Import successfully.

Telephone call for Help Importing a CSV file over a Data Extension is uncomplicated in theory simply more difficult when put into exercise the first time. There are some small intricacies that volition vary, depending on your use example. Feel free to adapt xxx min. with Melanie Jones to walk through it together.

ane | Create Information Extension

The goal is to create a Information Extension as usual. Admission the Marketing Cloud Business Unit that the bulletin will exist sent from and configure the Data Extension. There is no need to 'Commencement' the Data Extension once created.

• 1A | Prepare Report
• 1B | Create Information Extension

Required Fields:

• Contact ID
• Chief Email (or whatsoever Email field)
• Other personalization fields (like First Name)
• Contact 18 ID

Create a Data Extension

Your Data Extension should exist configured like the following:

• Contact ID=Central
• Primary Electronic mail Field=Email Address
• Include any fields used for personalization or dynamic content
• DO Non INCLUDE the Contact 18 ID in the Data Extension

• Set up to Overwrite
• Click Salve in height
• There is no demand to Showtime the Information Extension since y'all will import a file to the Information Extension in step 3.

Add together Column to Information Extension

With the bones Data Extension created, you lot need to add another column to house the data that yous wish to upload. To manually add a new column to a Data Extension:

• Navigate to Subscribers >> Salesforce Data Extension
• Open the Information Extension y'all created
• Add a field by working in the Fields box in the bottom right
• Click the Edit Fields push
• Click the Plus icon

• Proper name the new field as y'all wish (ie External Data beneath)
• If the value is text, proceed the data type as text (most mutual)
• Ensure the length number is larger than the number of characters in the field being uploaded
• Check Nullable if this value can exist bare
• Provide a Default Value if you wish
• Click Save Fields in the tiptop-right

2 | Create CSV

At that place are many ways to go about getting a CSV prepared to upload to a Data Extension.

Prepare a spreadsheet with columns including:

• eighteen digit contact ID
• Email
  • these values tin vary in domain
• other personalization fields
• External data to add

Save every bit a CSV

See two use cases beneath:

• Incorrect Email in Salesforce
• Merge Many Data Extensions

Some of the campuses recently noticed many employees/students have an incorrect/missing email in their academy email field. This issue stems from the source organization (Campus Solutions or HRMS) and takes time to remedy. Equally an immediate work-effectually, you can Import over the Subscribers in Marketing Cloud that have incorrect/missing emails.

• Create Report with respective Academy Email Field
  • Required Columns include: eighteen Digit Contact ID, Academy Email, other personalization fields
• Export Report
• Manually input new e-mail addresses in replace of the incorrect ones
• Salvage as CSV with columns labeled

Merge multiple Data Extensions (with different University emails) into a unmarried Data Extension.

Employee Services is a good example of using this Import feature. Typically, when they e-mail across the campuses they send to iv unlike Data Extensions to target four different university emails. We can substantially merge those into ane Data Extension then they can leverage A/B Testing and Journey Builder (which don't back up including multiple data extensions).

Create 4 campus specific Reports with respective University Email Field

Required Columns include: 18 digit contact ID, Electronic mail, other personalization fields
TIP! Make sure all your Reports have the aforementioned columns

Export and merge these into a single sheet

The Email cavalcade will be filled with emails from varying domains

Save as a CSV with columns labeled

3 | Import CSV to Information Extension

Login to Marketing Cloud and navigate to Content Builder

HoverSubscriptions so drill intoSalesforce Data Extensions

Select your Data Extension proper name to open details

Select tab two titled: Recordsto confirm Subscribers have been added to the Data Extension successfully

ClickImport in the pinnacle left

• 3A | Upload File
• 3B | Configure Mapping
• 3C | Review & Import

• File: notice your saved CSV
• Deliminator: Comma
• Date Fromat: Leave as Default - English language
• Import Type: IT DEPENDS
  • Overwrite | Removes existing records and overwrites with CSV data
  • Add & Update | Add together new records and update existing, will not remove existing
  • Add Only | Add new records, do non update or remove existing records
  • Update Just | Update existing records, do not add new or remove existing records
• Import Options: Leave equally Default - practise not check/uncheck anything

Select Next in the bottom right

Stride i | Create Data Extension The Import Type yous chose here (Pace 3A | Import file Blazon) depends on your desired event. This will also impact if you Start your Data Extension in Step i or not.

Select Map Manually:

• Contact 18 ID=Contact ID
• Electronic mail=Email
• Other fields=other fields

Select Next in the lesser correct

Review your Import details

Select Import in the bottom right

 Y'all'll receive an email notice once complete. Ostend it is successful.

• Failed Imports often read a Example Sensitive consequence. Ostend yous are importing a CSV with Contact eighteen ID rather than just the Contact ID (fifteen digit).

Alert

Practise NOT re-Start your Information Extension subsequently completing the import. The data you but imported will exist overwritten.

How To Upload Csv Into Outrach,

Source: https://www.cu.edu/blog/ecomm-wiki/import-csv-file-data-extension

Posted by: simmsballend1984.blogspot.com

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