Adding a CSV Data Source

You can import contact profile data from CSV files to enrich customer profiles with additional data related to a user’s industry, job title, annual income, or whatever metrics are important to your business. If you have customer profile data in databases or collect it through web forms, you can export the data into CSV files.

Important: The CSV files must have an email column.

Here’s how to integrate contact data from a CSV file:

  1. In the Data Sources page, click Add Data Source. A page appears showing the data source types.

  2. Select the CSV File icon. The CSV file upload page appears.

  3. Upload your CSV file by dragging it into the upload area or browsing and selecting it from your file system. Click Next to upload the file. The CSV configuration page appears.

  4. Configure details and metadata about your CSV file data source, and click Next when you’re done.

    1. Name: Enter a name for your data source.
    1. Context: Select a context that describes where the contact data is from. On selecting context, fields appear for you to further describe the data.
    1. View Data Preview: Shows the raw data in table format. If it’s not formatted the way you want, adjust your CSV file’s format.
  5. Follow instructions for Mapping Contact Data to map contact data from your CSV file to your Analytics Cloud contact data model. Once you’ve mapped the data, click Next.

configure-csv-data-source.png

Figure 1: When configuring a CSV file data source, you can describe the data context and view the data to make sure it’s formatted properly.

The contact profile data starts syncing. The time it takes to sync depends on the number of contacts.

From time to time you might need to modify your data source configurations. If you’ve already explored Mapping Contact Data (the next topic) skip ahead to Editing Data Sources, to see how easy it is.

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