Import List

Import a list into a data extension in Salesforce Marketing Cloud

Before you can import your data, you need to create a data extension and also the import file. Your import file must contain a header row and at least one row of data; it should also be a comma-delimited .csv file.

  1. Navigate to Subscribers, and select Data Extensions.

    Salesforce Marketing Cloud Subscribers menu: Select Data Extensions

  2. In the list of data extensions, click the name of the data extension into which you want to import data. The data extension will open.

    Salesforce Marketing Cloud list of data extensions

  3. Click the Records tab. This will display any records in the data extension.

    Salesforce Marketing Cloud New Data Extension screen: Select Records

  4. Click Import to open the Import Wizard.
  5. In the "Upload File" step, under "File location", select My Computer. Click Browse... and select your previously created data file. Ensure that the file format is .csv. Identify if the file is compressed or not.

    Salesforce Marketing Cloud: File Upload step

  6. Select a delimiter. The default is comma delimited for .csv files. If your file is Tab delimited, select that. If Other, you will need a one-character delimiter.
  7. For "Import type", you can select from the following:
    • Add and update: This will add new records, and if the import file contains records with a primary key that already exists in the data extension, it updates the data in the record to match what is in the import file.
    • Add only: The import creates new records for primary keys that do not already exist in the data extension and ignores records whose primary keys already exist, and they will remain.
    • Update Only: If the import file contains records with a primary key that already exists in the data extension, the import updates the record.
    • Overwrite: The import overwrites all records with your import.
  8. For "Import Options", select one of the following:
    • Skip rows with bad data: This choice will not import rows/records that have bad according to data type or absent data if the data extension row is not marked "Nullable".
    • Respect double quotes as a text qualifier: If you select this, the system treats double quotes as a text delimiter. If you do not select this, the system ignores any double quotes in your file.
  9. In the "Configure Mapping" step, map your column headers from your import file to your Data Extension column:
    • Map by Header Row: The import will update the columns in the data extension with the information in the import file by automatically mapping using the spelling of column headings.
    • Map by Ordinal: The import will update in order: the first column in the data extension with the first column in the import file, the second column with the second column, and so on.
    • Map Manually: The import file columns that directly match a data extension column are mapped manually by you.
  10. In the "Review and Import" step, review the summary of your import selections.

    Salesforce Marketing Cloud Review and Import screen

  11. For notification when the upload completes, enter your email address under "Notifications".
  12. Click Import.
  13. When your import is complete, you can view your data. To display your imported records, refresh page or navigate to Subscribers > Data Extensions and click the data extension into which you imported your file.