Import Prospects
- Navigate to Admin | Import | Prospects.
- For accounts that allow multiple prospects with the same email address, choose to match by email address or CRM ID.Note If possible, import by CRM ID to guarantee that new prospects are linked to correspondingSalesforce leads, contacts, or person accounts. Import by email address only when it’s notpossible to include CRM ID with your imports.
- Click + Upload File and choose your import .csv file.
- After the file is uploaded, click Next.
- Map the column headers to Pardot fields. Pardot suggests some field mappings.
- To overwrite existing prospect data with the import, select overwrite existingdata next to fields you want to update.
- Click Next.
- Select or create a campaign.
- (Optional) Add tags.
- Click Next.
- Select an action, and choose how to handle deleted prospects.
- Click Next.
- Check your import details, and click Confirm & Save.