Import or Reimport Account or Opportunity Data from a CSV File

  • Updated

Context

Use CSV files to add and update database records for accounts or opportunities. 

For each field in a merged account record (a record with multiple sources), Demandbase prioritizes the data sources in the following order (depending on the data available):

  1. CRM data
  2. CSV data
  3. Demandbase data

CRM data overrides CSV and Demandbase data, and CSV data overrides Demandbase data. Demandbase ignores CSV data if an existing account can't be found or CRM or Demandbase data already exists.

Prerequisites/Preparation

You must have Administrative privileges to perform data imports.

For Accounts

Your Accounts CSV file must have these fields:

  • Account Domain or Account Name

These fields are optional for accounts:

  • Owner (Email preferred or Name)
  • Phone Number
  • Employees
  • Annual Revenue
  • Industry
  • Custom fields

Important: Owner fields are recommended and can have either a person's name or email address. Including an email address is preferred because having the account domain drastically increases match rates. It also makes the owner eligible for snapshot subscriptions that you can configure on the Auto-Create Account Lists settings page. See Set Up Auto-Create Account Lists.

For Opportunities

Your Opportunities CSV file must have these fields:

  • Opportunity ID (key)
  • Opportunity Name
  • Account Name
  • Type
  • Account Domain
  • Created Date (Format: month-day-year)
  • Owner (Assigned owner email of opportunity)
  • Stage (Current for Opportunity)
  • Probability
  • CloseDate (Format: month-day-year)
  • IsClosed
  • IsWon
  • Amount

Steps

  1. From the left navigation bar, go to Database_N.png Database and select Accounts > Data Import or Opportunities > Data Import.
  2. Click Import Data.
    Import_Data.png
  3. In the Import Data window, enter a Data Import Name, click Browse to select the CSV file to upload, and click Import Data.
    Tip: Click Download .csv template to download a file with the required columns.
    Import_Data_Window.png

Tip: If you need to update your imported data, go to Accounts > Data Import or Opportunities > Data Import, click on the data import, and click Re-import Data to add a new CSV file. Demandbase updates the fields that have changed according to the same prioritization as the original import: CRM Data, CSV Data, Demandbase Data.

Outcome

After Demandbase processes the CSV file, click View as Account List or View as Opportunity List to see the matched accounts or opportunities. You can also access the account and opportunity lists in the the following areas:

  • Database_N.png Database > Accounts > Account Lists or Opportunities > Opportunity List
  • Drop-down list for selecting accounts and lists in Analytics_N.png Analytics.

To see the resulting field data, from the left navigation bar, go to Settings_N.png Settings > Analytics > Fields.

 

Next Steps

Review the Audit Report to find discrepancies in your list and errors in your upload. The report is available for every data import or the most recent reimport and provides the results of processing each row of the imported CSV file.

Important: The process to access and view the Audit Report is different for account and opportunity imports.

For Account Imports

The Data Import Audit Report in Demandbase shows the processing results for each row included in the imported CSV file and identifies accounts that require review or could not be matched.

To access the Data Import Audit Report, from the left navigation bar, go to Database_N.png Database > Accounts > Data Import and click the name of a data import.

The Report tab opens for the data import with the following sections.

Overview Cards

The three overview cards show the number and percentage of matched accounts, matched accounts needing review, and invalid accounts.

Accounts Table

The accounts table shows the match results for each row in the imported file and includes the following columns.

  • Account Name: The account name from the CSV file.
  • Account Domain: The account domain from the CSV file.
  • Match Result: The match results status and any applicable errors. The available statuses include:
    • Matched Account (Valid): Indicates a matching account was found in Demandbase. The account will be added or updated in the database.
    • Matched Account Needing Review: Indicated a matching account was found in Demandbase, but the account was not added or updated in the database. Refer to the error message for more information. 
    • Invalid Account: Indicates a matching account was not found in Demandbase and the account will not be added to the database. Refer to the error message for more information.
  • Matched Name: The name of the account matched in Demandbase.
  • Matched Domain: The domain of the account matched in Demandbase.

Tips:

  • Hover over entries in the Match Result column for accounts needing review or invalid accounts to see more details.
  • To help with the review, sort the Match Result column to quickly group matching and non-matching results.

Account_Audit_Report.png

From the Report tab, you can do the following:

  • Click View Audit CSV to export the report as a CSV file.
  • Click View as Account List to view the matched accounts as an account list.
  • Click the Data tab to see the account name and website for each matched account.
  • Click the Detail tab to review information about the data import and to access the source CSV file imported.

For Opportunity Imports

You can download and view the Audit Report for opportunity imports in CSV format. To download the file, click the List tab for a data import and click View Audit Report.

Audit_Report_Opp.png

The Audit Report file includes the following columns:

  • Account Name: The account name from the CSV file.
  • Account Domain: The account domain from the CSV file.
  • Match Result:
    • True: Indicates a matching opportunity was found in Demandbase. The opportunity will be added or updated (if existing) in the database.
    • False: Indicates a matching opportunity was not found in Demandbase and the opportunity will not be added to the database.
  • Match Reason:
    • New Opportunity (True): A new opportunity will be added to the database.
    • Existing Opportunity (True): An existing opportunity will be updated in the database.
    • Duplicate (False): The opportunity already exists in the CSV file and will not be added to the database.
    • Invalid (False): A matching opportunity was not found in Demandbase and will not be added to the database. 

 

Was this article helpful?

3 out of 5 found this helpful