Importing data into custom tables is essential for keeping records up to date and integrating data from external sources. This section covers different import methods and best practices.
CSV Imports: This manual method allows users to upload structured data files to populate custom tables.
Integrations: Delivra supports data syncing from third-party applications, making it easier to update custom tables automatically.
API: Users with technical expertise can use Delivra’s API to automate data transfers and maintain data integrity.
Navigate to Contacts Dashboard. This is the starting point for importing new data.
Click Import Data. The option is located at the top-right of the page.
Select a CSV file to upload. Users should ensure the file format follows Delivra’s field structure to prevent import errors.
Match CSV columns to custom table fields. The system requires each column in the CSV file to correspond to a field in the custom table.
Configure import settings. These settings determine how data is processed, including assigning categories and handling duplicate records.
Click Import. The system will process the file and update the custom table.
Some tables (e.g., integration-based tables) do not support manual imports. Users should verify if manual import is available for their specific table type.
Relational tables require structured segment clauses for data mapping. Data being added to a custom table must include both the email address of the related contact as well as the primary key field(s) of the table.
Importing via API