Import, Update, Add, and Delete Account, Opportunity, People, and Activity Data from a CSV File

You can import, update, or delete account, opportunity, people, and activity data via CSV files.  Each object requires specific fields for a successful import. See What to Know When Importing Data From a CSV File.

Large files (up to 20 GB) can be uploaded via Amazon S3 integration. See Upload CSV Files from Amazon S3 to Demandbase.

You can also manually add records to Account and People CSV lists. See Add Records to Account and People Lists.

• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
• See What to Know When Importing Data From a CSV File.
• (Optional) Download templates:
  1. From the left navigation bar, go to Database > [Object] > Data Import.
  2. Click Import Data.
  3. Click the Download .csv template link.
• (Optional) See CSV Import Examples for data examples.

Import Data

Important: A new list is automatically created when you import a CSV file.

1. From the left navigation bar, go to Database.
2. Select [Object] > Data Import.
3. Click Import Data.
   
4. In the Import Data window, complete the following:
   • Data Import Name: Name of import.
   • Data Source: CSV or CRM (Salesforce, Dynamics, or HubSpot).
     Important: Selecting CRM allows immediate upload and merges data after sync, bypassing API limits.
   • Click Browse or drag and drop the CSV file.
     Tip: Click Download .csv template to download a file with the required columns.
5. (Activities only) Select an activity type: Task,Call, Meeting, or Email.
6. Click Import Data.
   

Update Data

Demandbase updates fields using the source priority rule: CRM > CSV > Demandbase Data.

1. From the left navigation bar, go to Database.
2. Select [Object] > Data Import.
3. Click the name of an account, opportunity, people, or activity data import. 
4. Go to the Report tab.
5. Click Re-import Data. 
6. Upload an updated CSV file.
   Important: To add or remove records in the list based on the updated CSV file, check Automatically update existing list with these records.

Delete Data

Deleting CSV records requires a two-step re-import process.

1. Create a CSV file with records you want to delete.

2. Create a CSV file with one record you want to keep.

   Then:

3. From the left navigation bar, go to Database.
4. Select [Object] > Data Import.
5. Click Import Data.
6. In the Import Data window, complete the following:
   • Data Import Name: Name of import (for example, Accounts to delete).
   • Data Source: CSV
   • Click Browse or drag and drop the CSV file from Step 1 (records to delete).
     Tip: Click Download .csv template to download a file with the required columns.
7. (Activities only) Select an activity type: Task,Call, Meeting, or Email.

8. Click Import Data.

   Then:

9. From the left navigation bar, go to Database.
10. Select [Object] > Data Import.
11. Click the name of the CSV file from Step 6.
12. Go to the Report tab.
13. Click Re-import Data.
14. Click Browse or drag and drop the CSV file from Step 2 (records to keep).
15. Check Delete the records previously imported which are not present in CSV now.
16. Click Re-import Data.

Add Records to Account and People Lists

1. From the left navigation bar, go to Database > Account Lists or People Lists.
2. Click the name of a CSV list.
   Tip: To filter for CSV lists, go to List Type filter > CSV import.
3. Click Add Accounts or Add People
   
4. Find the records you want to add:
   1. Use Basic or Advanced selectorsto define criteria.
      Tip: Click the refresh icon to see the number of records that meet the selector criteria.
   2. Click Continue.
   3. From the table of records that meet the criteria, select the checkboxes for one or more records.
5. Click Add Accounts or Add People.

Outcome

After successful CSV import:

• Data is processed and available according to the schedules described in Understanding Demandbase Data Availability. 
• Click View Audit CSV to see the matched records. See Understanding CSV Data Import Results. 
• To see the field-level data, from the left navigation bar, go to Settings > Analytics > Fields.