After your CSV file upload has processed, head on over to the Populations area to create new Populations from your uploaded CSV data.
Watch the video below or keep reading to learn more:
How to Create a Population from a CSV File
From the left-side Navigation Menu, click on the Data icon. This will open the side panel for Data & Sharing, select Populations from the panel options, and your workspace will display the Populations area.
Under Populations you will see the three Standard Populations:
Customer, Open Opportunities, and Prospects
Each Population has a Create button
Click the Create button to build the Populations related to the data in your CSV file
This will take you to the Population Builder area:
Population Name will be pre-filled based on the Population you selected
Add Optional Population Description
Select CSV Upload from the Data Source menu
Under File the Name will be pre-filled base on the CSV file you uploaded or you can click the drop-down menu to select a different file
Click Continue to start the process of building Populations.
Add Filters
To add filters, click the drop-down menu to Add Table Filters. You will be able to preview the Population or save the Population by selecting the appropriate button.
After you click Save Population, you will be prompted to select from three Sharing Default options.
Click the Next button to return to the Populations area and repeat these steps for all of the Standard Populations.
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