When working with multiple sources of data, you usually are dealing with files and records that you need to use in your marketing reports and campaigns to analyze a comprehensive set of data. With Sitefinity Insight, you can easily import contact and interaction data by uploading CSV files. You can create the CSV files from any data file, for example, Excel file or a text file.
You can import data:
NOTE: You can also import data directly from a third-party server. For more information, see Data sources and data.
PREREQUISITES: The data in the CSV file must have specific format. For more information, see CSV file format.
To upload data from a CSV file, perform the following:
During the upload, the Verifying… prompt appears, and Sitefinity Insight validates the file you are importing. If the CSV import file is valid, no errors or warnings are displayed.
IMPORTANT: When importing a file with contact data and another file with the interactions of these contacts, the data source that you set during the imports of the two files must be the same.
RESULT: The data is imported, and the Data centers administration dashboard appears.
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