Automation: Data Import / ETL

A retail client sends a daily delta CSV of customer profile to SFTP, and the marketing team wants only the latest new or updated records loaded into a Master Data Extension.

• Filename pattern and import definition configured

• Staging DE mapped to incoming file fields

• Primary Key defined to detect changes

• Add and Update selected to update changes

• Notifications set for first runs + error alerts

• Test file → automation triggered ✓

• New records inserted, existing updated ✓

• No duplicates or unmapped rows ✓