After importing data from a CSV file, you can review the import results to see which records were created, updated, or excluded. You can also download an audit report to investigate matching issues and troubleshoot import errors.
Access CSV Data Import Results
- From the left navigation bar, go to
Database > [Object] > Data Import.
- Click the name of a data import job.
Important: Demandbase automatically deletes the audit report and original CSV source file two years after the import.
Report Tab
The Report tab shows a summary of the import results and record-level matching details. Use this information to identify successfully imported records, duplicates, and errors.
Overview Cards
The overview cards summarize the import results by record type:
- Accounts: Number and percentage of accounts created, updated, identified as duplicates, or marked invalid.
- People: Number and percentage of people created, updated, identified as duplicates, or marked invalid.
- Opportunities: Number and percentage of opportunities created, updated, identified as duplicates, or marked invalid.
- Activities: Number of activity records in the CSV file, successfully imported records, records without a matching person, and records missing required columns.
Import Results Table
The table shows each row from the imported CSV file, including matching results and related details.
The available columns depend on the record type.
Accounts
- Account Name
- Account Domain
- Match Result
- Matched: The account was matched in Demandbase and created or updated in the customer database.
- Error Message: The account could not be matched. The record was not imported.
Tip: Hover over the status icon to see error details.
- Matched Name: Name of the matched account in Demandbase.
- Matched Domain: Domain of the matched account in Demandbase.
Click View as Account List to open the account list created from the import.
People
- First Name
- Last Name
- Match Result
- Matched: The person was matched in Demandbase and created or updated in the customer database.
- Error Message: The person could not be matched. The record was not imported.
Tip: Hover over the status icon to see error details.
Opportunities
- Opportunity ID
- Opportunity Name
- Owner: Opportunity owner.
- Account Name
- Account Domain
- Match Result:
- Matched: The opportunity was matched in Demandbase and created or updated in the customer database.
- Error Message: The opportunity could not be matched. The record was not imported.
Tip: Hover over the status icon to see error details.
- Matched Name: Name of the matched account in Demandbase.
- Matched Domain: Domain of the matched account in Demandbase.
Click View as Opportunity List to open the opportunity list created from the import.
Download an Audit Report
Click View Audit CSV to download a detailed report of the import results. The report includes matching results, reasons, and additional details to help you investigate records that were not imported.
The report includes the following fields:
- Match Result: Indicates whether the record was successfully imported.
- True: Record was created or updated in the customer database.
- False: Record was not imported.
- Match Reason: Explains how the record was processed.
- Matched Name: Name of the matched account in Demandbase.
- Matched Domain: Domain of the matched account in Demandbase.
- Details: Additional information about records with a False match result.
Match Reasons
Match Reason | Match Result | Description |
|---|---|---|
| New Account, Person, or Opportunity | True | Record did not exist in the customer database. A new record was created. |
| Existing Account, Person, or Opportunity | True | Record already existed in the customer database. The existing record was updated. |
| Duplicate | False | Duplicate record was found in the CSV file and was not imported. |
| Invalid | False | Record or its associated account could not be matched in Demandbase and was not imported. |
| Domain is for Sale | False | Account domain was flagged as being for sale and was not imported. |
Important:
Available fields and match reasons vary by record type. Domain is for Sale applies only to accounts.
For records with a False match result, review the Details field to identify why the import failed.
Data Tab
The Data tab shows records that were successfully imported into the customer database.
Use this tab to review the imported records and confirm that the expected data is available.
Detail Tab
The Detail tab shows information about the data import job.
You can also access and download the original CSV source file to review the data submitted for import.