In this article:
✍️ Note
Need help uploading a CSV File? Read this article here.
How to Add Data to an Existing CSV File
The steps of adding Data to an existing CSV file are similar to the steps to uploading a new CSV file.
From the left-side Navigation Menu, click on the Data icon. This will open the side panel for Data & Sharing, select Data Sources from the panel options, and your workspace will display the Data Sources area.
Click the down arrow next to the CSV Upload row
Locate the existing CSV file you are updating and select the Add Data button
✍️ Note
The CSV file is used to create your Populations, when you add data to an existing CSV file, the new data will automatically be added to any Populations that are based on that file.
Next, follow the rest of the instructions for uploading CSVs, and the data will be added to the file that you select.
Best Practices for Managing CSV Data in Crossbeam
Adding New Data to an Existing CSV file
To add new records, do not modify the original CSV file. Instead, create a separate CSV file containing only the new records, ensuring it follows the same format and columns as the original CSV file. Re-uploading the entire CSV file could result in duplicates.
Use the Add Data button to upload the new records and combine them with the data from the previous CSV file.
Handling Account Churn
If an account churns, you cannot remove or modify individual records from the uploaded CSV file. Instead, apply filters within Crossbeam to exclude the churned accounts from your data set. For more dynamic data management, consider using Google Sheets as a data source, which allows you to update records more easily.
Click here to learn more about Google Sheets as a data source in Crossbeam.
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