How data sources for Lists interact

CSV uploads serve as the highest priority and can override data from other sources.

Mutiny stores backend records of your accounts and contacts to keep an updated source of attributes. The current data for account and contact attributes can vary depending on the different data sources present. For example, if you upload a CSV with attributes that you are getting dynamically from Salesforce, the CSV's data will take precedence.

When to use CSVs as a data source

Because CSVs take the highest priority and overwrite other data, we suggest using them when adding additional data to accounts you do not have available in other sources or fixing incorrect data.

When you upload CSV data, it’s not used solely in the list. It will become part of the Mutiny data source and impact any experiences using the fields that were updated. For example, if you previously used Company Name and then uploaded a CSV with new Company Names, the new values would be present in the existing experiences using Company Name.

Editing CSV Lists by uploading new files

We provide a feature in CSV-created Lists to upload another file and overwrite the data. This can be helpful to update or remove values present in the List. This method will be different depending on whether the List is Account or Contact-based.

For Account-based, access the List and then select Add or edit list members.

For Contact-based, access the List and select Edit List in the top-right. From here, you can select Add people or attributes.

Uploading data for Accounts with multiple domains

Separate Accounts for Each Domain

Example:
MutinyUS > www.mutinyus.com
MutinyEU > www.mutinyeu.com

When you have multiple accounts and each has a separate domain, you will create a new row for each on the uploaded CSV. Mutiny will then have a unique record per account.

Single Account for Multiple Domains

Example:

Mutiny > www.mutinyus.com, www.mutinyeu.com, www.mutinyja.com

When you have a single account that includes multiple domains, the domain will either be from a CSV or the most recently updated data source.

Single Domain for Multiple Accounts

Example:

MutinyUS > www.mutiny.com
MutinyEU > www.mutiny.com

In this case, Mutiny will have a single account record that will change based on the most recently updated account. If these accounts exist in Salesforce, the account that is the most recently updated will be present in Mutiny's account record.

​Don't be a stranger

If you have any questions, we’re here to help! Please feel free to contact us at any time through support@mutinyhq.com.