Importing data

Use templates to ensure that the correct format is used. Improper formatting results in errors. The general importing workflow is the same for all import solutions.

About this task

Create a template for the import type you want.

Procedure

  1. In the side navigation pane, click Manage > Import Configuration.
  2. Select an import type.
  3. Specify the information that Import requires to create the template for this import type.
  4. Click Save.
  5. Download the template file.
    1. In the side navigation pane, click Import and select the import type.
    2. Click Download Template File to download a file that uses the format that is for this import type.
  6. Use the template file to create the import file that contains the information that you want to upload. When your file is complete, return to Import and upload the file.
    1. In the side navigation pane, click Import and select the import type.
    2. Browse to the file you want to upload.
    3. Process Import File
  7. If your file contains data extension or visitor registration attributes that are imported for the first time, give the new attributes an alias to use them in reports.
    1. Click Admin.
    2. In the side navigation pane, click Explore Attributes.