How to Upload Raw Data?

How to Upload Raw Data?

Overview

Raw Data Upload in Meritto allows for efficient data management and segmentation while ensuring accuracy and format compliance.

  • Structured Data Import: Upload raw data seamlessly into the system.

  • Format Compliance: Ensure data follows the required structure for consistency.

  • Efficient Segmentation: Organize and categorize data effectively for better management.

This ensures accurate data handling while maintaining system integrity and efficiency.

Step-by-Step Guide to Upload Raw Data

  1. On the left panel, navigate to Marketing > Upload Raw Data.

  2. Click on Upload Raw Data to open the "Create New List" page.

Configuring List Details

  1. Fill in the required fields:

    • Select Institute: Choose the relevant institute.

    • Select Form: If left blank, data will apply to all forms under the selected institute. To upload form-specific raw data, select the desired form.

    • List Name: Assign a meaningful name to your dataset.

    • Description (Optional): Add context to the dataset.

  2. Click Save & Next to proceed.

Reviewing the Checklist

Before uploading, ensure that:

  • The file is in CSV format (Download a sample CSV file for reference).

  • The first row contains header labels to align with internal system mapping.

  • Each row includes a valid Email ID or Mobile Number (Mandatory for import).

  • Duplicate entries (based on Email ID and Mobile Number) will be skipped automatically.

  • Assigning tags helps in categorizing and tracking data.

Uploading the Data File

  1. Click Next to proceed to the upload section.

  2. Drag and drop your CSV file or select it manually.

  3. Click Upload to initiate the process.

Mapping Column Labels

  1. Perform CSV Column Label Mapping by aligning fields in the CSV file with Meritto CRM fields.

  2. Select the required fields to be imported.

  3. If necessary, create Custom Labels for unmapped fields.

  1. Ensure proper mapping of Dial Code and Mobile Number if both fields are included.

Completing the Upload Process

  1. Assign a List Owner (only selected users will have visibility).

  2. Click Start Import.

  3. A confirmation message will appear stating: "We have received your import request and are processing it."

Expected Outcomes

  • You will receive an email notification once the import is complete.

  • The Raw Data Upload Logs will provide import details, including:

    • Import status

    • Number of records imported

    • Failed and duplicate leads

    • Uploaded by details

Points to Keep in Mind

  • If an Email ID or Mobile Number is missing, that row will not be imported.

  • Duplicate contacts from a previous upload will be skipped.

  • Data can be accessed via the "Go to List" button after import.

Conclusion

Uploading raw data in Meritto ensures efficient data management while maintaining accuracy and compliance with the required format. By following the step-by-step guide, you can seamlessly import structured data, map fields correctly, and categorize information for better segmentation. The system's built-in checks help prevent duplicates and errors, ensuring data integrity. Once uploaded, the data can be accessed and utilized effectively for various marketing and operational needs.

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