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Export- Customer Data 2025

Exported File:


Add Only:


4. ➕ Add Only

What It Does:

  • This option adds new records ➕ to your Data Extension.

  • It will not update existing records 🔒.

How It Works:

  • SFMC will check if the record (based on the unique identifier) already exists in the Data Extension.

  • If it doesn’t exist, it will add the new record.

  • If the record exists, it will do nothing — no updates, no deletions.

Example: You have a Data Extension for Newsletter Subscribers 📰:

Email Address

Subscription Status

user1@email.com

Active

user2@email.com

Inactive

You import a new file with the following data:

Email Address

Subscription Status

Email Address

Subscription Status

user3@email.com

Active

user4@email.com

Inactive

After using Add Only:

When to Use It:

  • Use Add Only when you want to add new records to your Data Extension without affecting the existing ones. This is useful for growing lists of subscribers or customers.


Update only:


3. 🔄 Update Only

What It Does:

  • This option will only update existing records 🔄 based on the unique identifier, like Email Address.

  • It does not add new records ➕.

How It Works:

  • SFMC looks for records in the Data Extension that already exist, and only updates them with the new data.

  • If the unique identifier doesn’t match, nothing happens to that record.

Example: You have a Data Extension for Customer Profile 🧑‍💼:

Email Address

Phone Number

Address

john.doe@email.com

123-456-7890

123 Main St.

jane.smith@email.com

234-567-8901

456 Elm St.

You import a new file with the following data:

Email Address

Phone Number

Address

Email Address

Phone Number

Address

john.doe@email.com

987-654-3210

789 Oak St.

After using Update Only:

When to Use It:

  • Use Update Only when you want to update existing records but don’t want to add any new ones. This is great for cases where you’re only updating information for customers who already exist in the system.


Add & Update:

1. ➕ Add and Update (Default Operation)

What It Does:

  • This option helps you add new records ➕ to your Data Extension.

  • It also updates existing records 🔄 if there’s a match based on a unique identifier, like Email Address 📧 or Subscriber Key.

How It Works:

  • If the unique identifier (like Email) exists in the Data Extension, the record is updated 🔄 with the new information.

  • If the identifier doesn’t exist, a new record is added ➕.

Example: Imagine you have a Data Extension for Customer Info 🧑‍💻:

  • Email Address (Primary Key)

  • First Name

  • Last Name

  • Subscription Status

Now, you are importing a new file with customer data:

Email Address

First Name

Last Name

Subscription Status

john.doe@email.com

John

Doe

Active

jane.smith@email.com

Jane

Smith

Inactive

  • If john.doe@email.com already exists, it will update any fields that have changed (like if the Subscription Status was different).

  • If jane.smith@email.com doesn’t exist, it will be added as a new record.

When to Use It:

  • Use this option when you want to keep records updated but also add new ones as needed. It's good for data that changes over time, like contact details or customer preferences 🔄.




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