Creating custom tables

Learn more by watching the video!

You can create a custom table in one of two ways:

  • Upload a comma-separated or tab-delimited file.
  • Create an empty table and manually define the fields.

To create a custom table:

  1. Click Data at the top of any page.
  2. Select the Custom Tables tab.
  3. Click Create Custom Table.

    The Create Custom Tables page opens.

  4. Select a method for creating the custom table.

    5. To upload an existing table:

    1. Click Upload a File and then click Next.
    2. Click Choose file and select the CSV file
    3. Select the character set.
    4. When done, click Next. The Import Delimited Text File page opens.
    5. Select the character that separates the fields in the file.
    6. Select the character used to quote field values.
    7. Click the check box if the first line of the file contains field names.
    8. Select the Data Import Date Format.
    9. Click Next.
    10. For each field name, confirm the name and select the data type. To not include the field in the custom table, select --skip this field--.
    11. When done, click Next.

    To upload an existing table: 

    1. Click Specify Fields to open the Create Table page.
    2. Add the Field Names and select Data Types for each field.
    3. To add more fields to the table, click Add more fields.
    4. When done, click Next.

    Tip: If you're creating a custom table with an empty table, see Creating table fields for best practices information.

  5. On the Define Primary Key page, select one or more fields to be the primary key(s).
  6. On the Create Data Source page, enter the name for the new data source.
  7. If applicable, select the event data field. You must have defined a Time Stamp Field (date + time) for this choice to be available.
  8. If applicable, select the Is this a lookup table?.
  9. Select join tables, and then click Next.
  10. Select join fields, and then click Next.
  11. If applicable, select the Enable data analytics for this table check box, and then click Next.
  12. Click Create. A confirmation message is displayed when a custom table is successfully created: "Custom table <Table Name> was successfully created. You may now close this window."

After you create the custom table, use a Connect import job to upload data into it.

Learn more

Importing a delimited text file

Creating table fields

Defining a primary key

Create data source

Creating join tables from data sources

Selecting join table fields

Creating import jobs