Considerations for Prospect Imports

Keep these considerations in mind when importing prospects to Account Engagement.

• The size of the import file can be up 100 MB.
• Imports begin at the top of the file and work down.
• If your import file has a new email address or CRM ID, Account Engagement creates a prospect.
• In business units that don’t allow multiple prospects with the same email address, Account Engagement handles duplicate email address in a special way. When the import file has more than one prospect with the same email address, the field values in the last entry imported are used.
• Import files are available for at least 60 days.
• The first row in the import file is reserved for headings and is ignored during the import.
• If your custom prospect field can record and display multiple responses, the data in the import file adds to the current value for that field. It doesn’t overwrite the value.
• Be sure that your import file doesn’t include spaces before or after your values. Spaces cause a value not to update correctly in the prospect’s record.
• Only valid email addresses are accepted. Email addresses containing HTML or invalid characters are skipped during imports.
• We recommend that you don’t import values in all caps. When you use merge fields to customize marketing assets, prospect data appears exactly as it’s entered in our database.
• In your import file, separate multi-select field values with semicolons.
• Import dates in YYYY-MM-DD format.
• If your import includes a CRM user type prospect field, you must include the CRM ID for the Salesforce user.
• To suppress prospects during import, include a Do Not Email column with values of 1 for prospects you want to suppress and 0 for all other prospects. Map the column to the Do Not Email field.
• To assign prospects during import, include a column with the Account Engagement user’s username, and map it to the Assign to User field.
• You can reassign assigned prospects during an import. However, if assigned prospects have a different owner in the CRM, they’re reassigned in Account Engagement during the next sync to maintain consistency. The CRM has priority in terms of the prospect owner.
• You can’t assign prospects to a queue during import.
• In business units that use Marketing Data Sharing, imported prospects that don’t match the sharing rules are automatically archived.
• During an import, some fields aren’t completely overwritten. An imported prospect score is added to the existing score, and notes and comments are appended to the end of a prospect’s original value.