Import or Update Account, Opportunity, and People Data from a CSV File

  • Updated

Context

You can import CSV files to add and update database records for accounts, opportunities, or people. 

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

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

Important: 

Accounts, opportunities, and people are matched in Demandbase using the following rules: 

  • Accounts are matched against your CRM or Demandbase database using the account domain, account name, or external account ID. 
  • Opportunities are matched against accounts using the account domain, account name, or external account ID. 
  • People are matched against accounts using the person’s email domain, account name, or external account ID. See Understanding Lead to Account Matching.

To watch a video about importing accounts, see Importing an Account List from a CSV File (Video).

Prerequisites/Preparation

You must have Administrative privileges to import CSV data.

See CSV Import Examples for formatting guidelines and data examples.

Account Fields

Required account fields:

  • Account Name or Account Domain

Optional account fields:

  • External Account ID - Highly recommended. Using unique IDs prevents duplicate entries and increases match rates for future CSV uploads.
  • Owner (Email or Name) - Highly recommend using email address. Having account domain increases match rates. It also makes the owner eligible for Snapshot Subscriptions on the Auto-Create Account Lists settings page. See Configure Auto-Create Account Lists.
  • Phone Number
  • Employees
  • Annual Revenue
  • Industry
  • Custom Fields

Opportunity Fields

Required opportunity fields:

  • Opportunity ID 
  • Opportunity Name
  • Account Name
  • Account Domain
  • Owner (Email or Name) - Highly recommend using email address. Having account domain increases match rates. 
  • Type
  • Created Date 

Optional opportunity fields:

  • External Account ID - Highly recommended. Using unique IDs prevents duplicate entries and increases match rates for future CSV uploads.
  • Stage 
  • Probability
  • Close Date
  • Is Closed
  • Is Won
  • Amount

People Fields

Required people fields: 

  • Person ID
  • First Name
  • Last Name
  • Email

Optional people fields: 

  • Person Type (Lead or Contact) 
  • External Account ID - Highly recommended. Using unique IDs prevents duplicate entries and increases match rates for future CSV uploads.
  • Title
  • Role
  • Company
  • Website
  • Country
  • State
  • City
  • Postal code
  • Custom fields

Steps: Import Data 

  1. From the left navigation bar, go to Database_N.png Database and select Accounts > Data Import,  Opportunities > Data Import, or People > 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

Steps: Update Data 

  1. From the left navigation bar, go to Database_N.png Database and select Accounts > Data Import,  Opportunities > Data Import, or People > Data Import.
  2. Click the name of an account, opportunity, or people data import. 
  3. Click the Report tab. 
  4. (Optional) To add or remove accounts from the account list based on the accounts from the CSV file, click Automatically update existing account list with these accounts. 
  5. Click Re-import Data
  6. Upload a CSV file that includes the following required fields:    
    • Account: External Account ID or Account Name AND Account Domain 
    • Opportunity: Opportunity ID
    • Person: Person ID
  7. Click Re-import Data

Important: Demandbase updates fields using the same prioritization as the original import: CRM >  CSV > Demandbase Data.

Outcome

Data is processed and available according to the schedules described in Understanding Demandbase Data Availability

After Demandbase processes the CSV file, click View Audit CSV to see the matched accounts, opportunities, or people. See Understanding CSV Data Import Results

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

 

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