How to Upload Data Sets into Marketing Automation Tools - dummies

How to Upload Data Sets into Marketing Automation Tools

By Mathew Sweezey

Uploading your data sets into your marketing automation tool starts by collecting all your data and making sure that it is saved in a CSV file.


A CSV file is a spreadsheet file format that stands for comma-separated values. Most spreadsheet programs allow you to import and export using this file type.

After your data is in a CSV file, you can easily upload your data into the marketing automation tool. The time it takes to upload your data will depend on the size of your database. The larger your database, the longer the upload time.

Most tools can pull over all data upon your initial startup; however, avoid doing so because this is also the best time to clean up your data. Some tools require you to fully de-duplicate your database first, whereas others will handle de-duplication for you during the import process.

If your file size is very large and your tools support this feature, you can save time by using a file that contains only the minimum data, such as email addresses or CRM ID numbers. That way, you can import essential data more quickly and bring in the remaining information automatically over time. You need to ask your vendor which process you should use.

When you are uploading your data set, the tool will either ask you to visually map the data points to your new database or it will do them for you automatically. If your tool does this automatically, make sure that you understand the required information needed in the header of each column.