Export User Data to Salesforce Marketing Cloud
In this article, you’ll learn how to export user data in Auth0 to a CSV file then import it into Salesforce Marketing Cloud using Email Studio.
To read more, review the Salesforce article Get Started Checklist for Email Studio.
Create a user data file
Start by navigating to the Extensions section of the Dashboard and open the User Import / Export Extension. On the extension page, select Export from the menu.
Next, set the Export Format to the required file format. Salesforce Marketing Cloud accepts file imports in CSV format so choose the
Tab Separated Value file (*.csv) option.
At the top in the Fields section, provide a User Field and Column Name for each user attribute to include in the export. For example:
|User Field||Column Name|
After adding the user fields, click on the Export Users button to start the export. Once the export is complete, download the CSV file to use in the following section.
Import a user data file
Before you begin, make sure your Salesforce account has the required user permissions to import records. Also, you should take a moment to review the steps in the Salesforce article Email Studio: Import Subscribers along with What permissions do I need to import records.
To import your CSV file into Salesforce Marketing Cloud, follow these steps:
Log in to Salesforce Marketing Cloud and open Email Studio.
Navigate to Subscribers > Lists.
Choose the list to import to and select the Import action.
After the import wizard's introduction, select your CSV file as the Upload Source and select CSV as the Data Format. Enter the remaining settings and click Next.
In the Map Attributes dialog, map your CSV file's data fields to the correct data fields. When you've finished your mappings click Next.
After you've verified your mappings in the Confirmed Mappings dialog, click Begin to start the import.
That's it! You successfully imported your Auth0 users into Salesforce Marketing Cloud.