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Add Data to a CSV File

Keep your populations up to date by uploading new CSV files and adding them to existing populations.

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

In this article:


✍️ Before you Begin

  • Make sure your new CSV follows the same column structure and format as the original.

  • Only include new records—re-uploading the full original file could result in duplicates.

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.

Click on Data from the navigation menu. From the dropdown, select Data Sources.

Add a new CSV File:

  • Click the Add button at the end of the CSV upload row to add a new CSV file

    or

  • Click on the small arrow to the right of the data source name to display all of your uploaded sheets to add data to an existing CSV file

    • click the Settings gear icon

Next, follow the rest of the instructions for uploading CSVs, and the data will be added to the file that you select.


✍️ Note

The newly added records will automatically be included in any Populations that use this CSV file.


Best Practices

Add New Data, Don't Replace It

Avoid re-uploading the entire CSV file to prevent duplicate records. Instead:

  • Create a new CSV file with only the additional rows

  • Maintain the same headers, formatting, and column order

Handling Account Churn

If an account churns or is no longer relevant:

  • You cannot delete or modify individual rows from a CSV upload.

  • Instead, apply filters to your Populations to exclude churned accounts from overlaps and reports.

For more flexibility and easier updates, use Google Sheets or a CRM.

Click here to learn more about Google Sheets as a data source in Crossbeam.


🎓Sign in to Crossbeam Academy to further explore Data Sources!


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