. To overwrite existing prospect data with the import, select overwrite existing data

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akiyaaa
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Joined: Mon Dec 23, 2024 9:52 am

. To overwrite existing prospect data with the import, select overwrite existing data

Post by akiyaaa »

6. You will then receive an email once your export is ready.

For your marketing assets and sync errors, navigate to them and then follow the same steps above. For example:

To export prospect data from sent emails navigate to:

Pardot Email > Sent Emails > Tools

Screenshot of exporting prospect data from sent emails

To export sync errors:

Now we know how to export, let’s move on to importing. We mainly use this when re-importing clean data to resolve sync errors.

Import Pardot prospects
To import:

1. Navigate to

In Lightning: Pardot Settings > Import > Prospects

In Classic: Admin > Import > Prospects

Screenshot of how to import prospects

2. Click + Upload File and choose your import .csv file, select “Create and Update prospects using the Salesforce Lead or Contact ID” then click Next,

3. Map the column headers to Pardot fields. Pardot will suggest some field mappings.

next to fields you want to update.

5. Click Next.

6. You will now have the option to Select or Create a campaign. Selecting the correct campaign at this point is really important because we want to be able to track and measure everything and be able to tie it back to this campaign. By setting prospects to a campaign it allows us to fully assess the success of the campaign from the inital entry ecuador phone number example point to the conversion. Furthermore, it provides visibility over which campaigns were most effective and means we can repeat or improve these in the future.

7. Add Tags (if required). Tags will help you easily search and find assets within your account. For example, add the tag of the campaign that this list email will be associated with.

8. Click Next

9. Select an action, and choose how to handle deleted prospects.

10. Click Next

11. Check your import details, and click Confirm & Save. Pardot will sen
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