Breadcrumbs

How-To: Import to an Existing List

This how-to covers how to import to an existing list. This is helpful if you do not have auto-importing set up or if you accidentally navigate away from Audiences during new list creation.

Instructions

  1. Select ‘New Import’ from the three dots drop-down for an audience

    Screenshot 2023-11-30 at 10.09.11 AM.png

  2. Select SFTP for the Import Source.

    Screenshot 2023-11-30 at 10.10.32 AM.png

    1. Please visit Advanced Guide: Audience Import Sources for a full list of import sources.

  3. You should see this page.

    Screenshot 2023-11-30 at 10.11.05 AM.png

  4. Select your SFTP connection from the dropdown.

    Screenshot 2023-11-30 at 10.11.46 AM.png

    1. If you don’t see your SFTP connection, your account admin may not have correctly authorized Audiences to access the SFTP. Please visit How-To: Authenticate a SFTP for Import or Activation for more information.

  5. Input “writeable/{your-files-name}.csv” in the File Name field.

    Screenshot 2023-11-30 at 10.13.20 AM.png

    1. If you don’t know your exact file name but do have access to your client’s SFTP, go here to see How-To: Use a SFTP Manager to Find File Name and Attributes When Creating a New List

  6. Replace the timestamp with a * at the end of the file name and check the Automatic Imports checkbox if you expect to do auto-imports.

    Screenshot 2023-11-30 at 10.14.16 AM.png

    1. The * will ensure the auto-import process works correctly if any text from a timestamp or otherwise is appended to the end of the file name.

    2. This Audience list will be updated whenever Audiences notices the client drops a new file in the SFTP.


  7. Hit Save.

  8. You should see this screen where you can view import progress and QA for errors.

    Screen Shot 2021-04-19 at 4.35.14 PM.png


You now have an Audience list set up to automatically import from SFTP.