Adding additional CSV data to an existing population
To add new data to a population powered by a CSV file, you will first need to upload the new CSV data.
This is similar to how you would normally upload data from a CSV, but there is one important difference: you must select an existing CSV file to Add Data. The file is used to create your population, so when you add data to that file, it will be automatically added to any populations that are based on that file.
1. Navigate to Data Sources in your Account Menu
2. Select the toggle next to "CSV Upload" and choose the file you'd like to update. Then, click "Add Data".
3. Follow the rest of the instructions for uploading CSVs and the data will be added to the file that you select.
The "Map Columns" module will ensure the data headers in all CSVs are aligned
Map columns for previously uploaded data
If you didn't originally map your Account Executive information upon upload, you can do so with the "Map Columns" button next to "Add Data."
Even if the headers of these fields differ upon upload, mapping the columns streamlines the Account Executive information so it displays consistently in your account, and when sharing with partners. In the below example, the headers include "Account Executive Email" in one file, and "AE Email" in the second file. Mapping the two accordingly simplifies the display in Crossbeam.
Viewing the additional data
Now that you added new data from your CSV, the population will include the new data.