Importing Data to a Custom Table
When it comes to populating data to custom tables, you have options. Most often custom tables are populated via manual CSV imports, through an integration with another application, or via API. In this article we will cover the steps to import a CSV file to a custom table.
How-To
1. Navigate to the Contacts dashboard of your account.
2. Click the "Import Data" button found in the top right of the page.
3. Click the "Select" button to upload a CSV file from computer. Double left-click on the located file on your computer to choose it.
4. Click the "Next" button found in the top right of the page.
5. Match each row from the left column to an appropriate field from the right column.
Notes: 1) The rows seen in the left column are the column headers from the uploaded CSV file. 2) Custom table fields will be located at the bottom of the menu. 3) Know your setup. It's possible that some fields in your CSV map to standard table fields and others map to custom table fields.
6. Click the "Next" button.
7. In the last step you will define a few settings for processing the CSV file. These include:
- Import Action: Most often left as the default "Import quietly as regular contacts". This means that no external notification will be sent when emails are imported like a welcome or a confirmation. If you have these types of campaigns configured in your account, you may change the Import Action.
- Report Held and Unsubscribed Addresses: Leave checked to receive details about any imported contacts that already exist in your account in the held or unsubscribed status.
- Create new category: Check the box to "Create a new category" if needed. This will create a group of the emails being imported now for use in a campaign later.
- Assign categories: Check box(es) to import new contacts into any existing categories in the account.
8. Click the "Import" button.
Notes
1. Manual imports are not always available for every custom table. Typically integrations with other applications or the use of our standard commerce and meeting tables will not allow for manual import of data.
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