Tag: Data Import

Data Import is the process of moving structured information from one source into another system. In marketing automation, it commonly involves loading contacts, leads, companies, or engagement records into a platform for segmentation, personalization, routing, and reporting.

Its purpose is to place existing data into the fields and format a platform can use. Sources may include CSV files, spreadsheets, CRM exports, web forms, or connected business systems. Field mapping links each source column to a destination property.

Before a Data Import, teams often review required fields, standardize formats, check duplicates, and define whether matching records should be created or updated. Related concepts include data migration, bulk upload, synchronization, and data integration.