Understanding CSV Data Import Results

You can view CSV data import results in the Database section and export audit reports for further analysis.

From the left navigation bar, go to Database. Go to [Object] > Data Import and click the name of a data import.

Report Tab

The Report tab provides detailed information about the data import, including summary metrics and record-level results. You can also export a full audit report for deeper analysis.

Overview Cards

The overview cards summarize import results for the following objects:

• Accounts: Number and percentage of matched accounts, matched accounts needing review, and invalid accounts.
• People: Number and percentage of matched people and newly created people records.
• Opportunities: Number and percentage of matched opportunities and newly created opportunities.
• Activities: Number of activities in the CSV file, successfully imported, missing matched person, and missing required columns.

Table

The table shows every row from the import file along with match results and details.

Accounts Table

• Account Name
• Account Domain
• Match Result
  • Matched: Matched account was found in Demandbase. The account is added or updated in the customer database.
  • Error Message: Matched account was not found in Demandbase. Import is ignored.
    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.

Tip: Click View as Account List to see the account list created from the import.

Opportunities Table

• Opportunity ID
• Opportunity Name
• Owner: Opportunity owner. 
• Account Name
• Account Domain
• Match Result: 
  • Matched: Matched opportunity was found in Demandbase. The opportunity is added or updated in the customer database.
  • Error Message: Matched opportunity was not found in Demandbase. Import is ignored.
    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.

Tip: Click View as Opportunity List to see the opportunity list created from the import.

People Table

• First Name
• Last Name 
• Email 
• Match Result
  • Matched: Matched person was found in Demandbase. The person is added or updated in the customer database.
  • Error Message: Matched person was not found in Demandbase. Import is ignored.
    Tip: Hover over the status icon to see error details.

View Audit CSV 

Click View Audit CSV to export a detailed audit report of the import results.

Accounts Report 

• Account Name
• Account Domain
• Match Result: 
  • True: Matched account was found in Demandbase. The account is added or updated in the customer database.
  • False: Matched account was not found in Demandbase. Import is ignored. 
• Match Reason: 
  • New Account (True): Matched account does not exist in the customer database. New account is created. 
  • Existing Account (True): Matched account exists in the customer database. Existing data is updated. 
  • Duplicate (False): Duplicate account in the CSV file. Import is ignored. 
  • Invalid (False): Account does not exist in Demandbase. Import is ignored. 
  • Domain is for Sale (False): Domain is flagged "is for sale". Import is ignored. 
• Matched Name: Name of the matched account in Demandbase.
• Matched Domain: Domain of the matched account in Demandbase.
• Details: Additional details for False match result.

Opportunities Report 

• Opportunity ID
• Account Name
• Account Domain
• Match Result:
  • True: Matched opportunity was found in Demandbase. The opportunity is added or updated in the customer database.
  • False: Matched opportunity was not found in Demandbase. Import is ignored. 
• Match Reason:
  • New Opportunity (True): Matched opportunity does not exist in the customer database. New opportunity is created.
  • Existing Opportunity (True): Matched opportunity exists in the customer database. Exisiting data is updated. 
  • Duplicate (False): Duplicate opportunity in the CSV file. Import is ignored. 
  • Invalid (False): Matched account does not exist in Demandbase. Import is ignored. 
• Matched Name: Name of the matched account in Demandbase.
• Matched Domain: Domain of the matched account in Demandbase.
• Details: Additional details for False match result.

People Report 

• Person ID
• Account Name
• Account Domain
• Match Result: 
  • True: Matched person was found in Demandbase. The person record is added or updated in the customer database.
  • False: Matched person was not found in Demandbase. Import is ignored.
• Match Reason: 
  • New Person (True): Matched person does not exist in the customer database. New person is created.
  • Existing person (True): Existing person record is updated.
  • Duplicate (False): Duplicate person in the CSV file. Import is ignored. 
  • Invalid (False): Matched account does not exist in Demandbase. Import is ignored. 
• Matched Name: Name of the matched account in Demandbase.
• Matched Domain: Domain of the matched account in Demandbase.
• Person First Name
• Person Last Name
• Person Email
• Details: Additional details for False match result.

Data Tab

The Data tab shows records that were successfully imported into the customer database. 

Detail Tab

The Detail tab shows information about the import job. 

You can also access and download the original source file.