Working with data

To view and edit data items, click Data at the top of any page to open the Manage Customer Data page.

What do you want to do?

• View records of a list or a table
• Select columns to display
• View or edit filters, profile extensions, or custom tables
• Find a record in a list or a table
• Manually add records
• Upload records from a file
• Edit or delete records
• Download records
• Change schemas
• Get a record count of a profile extension or custom table
• View import history
• Merge data into a custom table
• Purge data from a custom table
• View properties
• Delete a profile extension or custom table

Tasks

To view records:

• For lists, click Actions and select View Records.
• For profile extensions and custom tables, point at the item and click , then select View and Edit.

To select columns to display:

1. Do one of the following:
   • For lists, click Actions and select View Records.
   • For profile extensions and custom tables, point at the item and click , then select View and Edit.
2. Click Pick View Columns.
3. Select the columns you want to see.
4. Click Select.

To view or edit filters, profile extensions, or custom tables:

• Click the name of the item.

To find a record:

1. Do one of the following:
   • For lists, click Actions and select View Records, then click Find.
   • For profile extensions and custom tables, point at the item and click , then select Find Record.
2. Enter your search criteria and click Find.

To manually add records:

1. Do one of the following:
   • For lists, click Actions and select View Records.
   • For profile extensions and custom tables, point at the item and click , then select View and Edit.
2. Click New Record and fill in the pertinent fields.

   Important: For profile extensions, you can add only records with the same RIID_ as the RIID_ of a record in the list.

3. Click Save.
4. Click Done.

To upload records:

You can import up to 5,000 data records from a .CSV file directly into an existing list. To upload additional data, use a Connect Import job.

• For lists, click Actions and select Import Data.
• For profile extensions, point at the item and click , then select Upload.
• For custom tables, custom tables, point at the item and click , then select Upload-Append.

To edit or delete records:

1. Do one of the following:
   • For lists, click Actions and select View Records.
   • For profile extensions and custom tables, point at the item and click , then select View and Edit.
2. Select the records you want.
3. Do one of the following:
   • To edit e record, click Edit, change the information as needed, and click Save.

     Note: Fields that end with an underscore are system-defined fields. You cannot change some of these fields. Some of these fields are read-only and you cannot change them.

   • To delete a record, click Delete, then click Yes on the confirmation message.
4. Click Done.

To download records:

You can download up to 5,000 characters of list data into a .CSV file. If you need to download additional data, consider using Connect Export job.

• For lists, click Actions, select View Records, then click Download.
• For profile extensions and custom tables, point at the item and click , then select Download.

To change schemas:

1. Do one of the following:
   • For lists, click Actions and select Change Schema.
   • For profile extensions and custom tables, point at the item and click , then select Change Schema.
2. Follow the instructions on the Change Schema or Change Table Structure dialog.

To get record count of a profile extension or a custom table:

Point at the item and click , then select Record Count.

To view import history:

• For lists, click Actions and select View Import History.
• For profile extensions and custom tables, point at the item and click , then select View History.

A dialog displays a list of the uploads to the list or table. Click an item in the list to view more details.

Learn more: Viewing import history

To merge data into a custom table:

1. Point at the custom table, and click , then select Merge.
2. Follow the instructions on the Merge Data Source wizard.

Learn more: Merge data into a custom table

To purge data from a custom table:

1. Point at the custom table, and click , then select Purge.
2. Follow the instructions on the Purge Data Source wizard.

Learn more: Purge data from a custom table

To view properties of a list or table:

• For lists, click Actions and select View Properties.
• For profile extensions and custom tables, point at the item and click , then select Properties.

The resulting Properties page shows data dictionary-style data.

• For all items, it shows the name, create time and date, and which system user created it.
• For lists, it shows the schema, grouped by system fields and custom fields.
• For profile extension tables , it shows the list associated with the table, the schema, and key fields.
• For custom tables , it shows the list associated with the table, the schema, any join fields, primary key field(s), and the event data field.

To delete a profile extension table or a custom table:

Point at the profile extension table or custom table, and click , then select Delete. The system displays a confirmation dialog, on which you can confirm the delete.

Warning: Deleting a table cannot be undone. Deletion of a data source will affect any objects that contain references to the object. You must modify affected objects to maintain their expected behavior.

Learn more

Creating filters

Creating profile extensions

Creating custom tables

Viewing import history

Importing list records

Uploading data source records

Downloading list data

Changing list schemas

Changing custom and profile extension table schemas

Creating import jobs (Using Connect)

Creating export jobs (Using Connect)