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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