Import or Update Account or Opportunity Data from a CSV File

  • Updated

Context

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

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: 

  • Demandbase ignores CSV imports if there is no matched account in your CRM or Demandbase database. 
  • Demandbase ignores CSV imports if the same data exists in your CRM, CSV, or Demandbase database.
  • Accounts and opportunities are matched against your CRM, CSV, and Demandbase database using the account domain, account name, or external account id. 

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 Domain or Account Name

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

Steps: Import Data 

  1. From the left navigation bar, go to Database_N.png Database > 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

Steps: Update Data 

  1. From the left navigation bar, go to Database_N.png Database and select Accounts > Data Import or Opportunities > Data Import. 
  2. Click the name of an account or opportunity data import.
  3. Click the following tab: 
    • For accounts, click the Report tab. 
    • For opportunities, click the List tab.
  4. Click Re-import Data.
    Important: Demandbase updates the fields that have changed according to the same prioritization as the original import: CRM, CSV, 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
  • Database_N.png Database > Opportunities > Opportunity Lists
  • Analytics2.png Analytics > List or Account

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

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

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.

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

Account Import Audit Report

The Account Import Audit Report shows the import results for each row and identifies accounts without a match and require further review.

To access the Account 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 and includes the following columns: 

  • Account Name: Account name from the CSV file.
  • Account Domain: Account domain from the CSV file.
  • Match Result
    • True - Matched account was found in Demandbase. The account is added or updated (if existing) in the customer database.
    • False - Matched account was not found in Demandbase. The account is not added or updated in the customer database. 
  • Matched Name: Name of the account matched in Demandbase.
  • Matched Domain: 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 2.png

From the Report tab, you can do the following:

  • Click Re-import Data to reimport the CSV file.
  • Click View Audit CSV to export the report as a CSV file.
  • Click the Detail tab to review information about the data import and to access the source CSV file imported.

View Audit CSV

The Account Import Audit Report CSV file shows the import results for each row and includes the following columns: 

  • Account Name: Account name from the CSV file.
  • Account Domain: Account domain from the CSV file.
  • Match Result
    • True - Matched account was found in Demandbase. The account is added or updated (if existing) 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. CSV field data is updated. 
    • Duplicate (False) - Account with the same Account Name and Account Domain already exists in the CSV file. Import is ignored. 
    • Invalid (False) - Account does not exist in the Demandbase database. Import is ignored. 
    • Domain is for Sale (False) - Domain is flagged as "is for sale". Import is ignored. 
  • Matched Name: Name of the account matched in Demandbase.
  • Matched Domain: Domain of the account matched in Demandbase.
  • Details: Additional details when there is a False match result. 

Opportunity Import Audit Report

You can download and view the Opportunity Import Audit Report in CSV format. 

To download the Opportunity Import Audit Report, from the left navigation bar, go to Database_N.png Database > Opportunities > Data Import and click the name of a data import. Click the List tab, and click View Audit Report.

Audit_Report_Opp.png

The Opportunity Import Audit Report CSV file shows the import results for each row and includes the following columns:

  • Opportunity ID: Opportunity ID from the CSV file. 
  • Account Name: Account name from the CSV file.
  • Account Domain: Account domain from the CSV file.
  • Match Result:
    • True: Matched opportunity was found in Demandbase. The opportunity is added or updated (if existing) 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. CSV field data is updated. 
    • Duplicate (False): Same opportunity already exists in the CSV file. Import is ignored. 
    • Invalid (False): Matched account name and account domain does not exist in Demandbase. Import is ignored. 
  • Matched Name: Name of the account matched in Demandbase.
  • Matched Domain: Domain of the account matched in Demandbase.
  • Details: Additional details when there is a False match result. 

 

Was this article helpful?

3 out of 6 found this helpful