What This Is
Analytics Upload lets you import engagement data connected to your key contacts directly into Propensity using a CSV file.
Data is structured as either an opportunity or a task, which lets you bring in a wide range of engagement types, including sales tasks, opportunities, product usage metrics, webinar signups, and intent signals from external sources. Once imported, this data becomes available for contact scoring alongside the engagement Propensity already tracks.
This feature is currently available for workspaces in beta.
When To Use This
Use Analytics Upload when you want to bring external engagement or CRM data into Propensity so it can be factored into contact warmth scoring, giving you a more complete picture of contact engagement beyond what Propensity tracks natively.
File Requirements
CSV files only, up to 25 MB
Dates must use the YYYY-MM-DD format
Template headers must remain unchanged
Fields that do not apply to a given row can be left blank
Template Fields
The CSV template includes 12 columns. The activity_type column determines whether a row represents an opportunity or a task, and fields that do not apply to a given row can be left blank.
| Field | Description |
| activity_type | Must be opportunity or task |
| website | The website domain of the contact associated with the activity |
| opportunity_name | The name of the opportunity |
| created_date | The date the opportunity was created |
| close_date | The date the opportunity closed or is expected to close |
| is_won | Whether the opportunity was won (TRUE or FALSE) |
| stage_name | The current stage of the opportunity |
| amount | The value of the opportunity |
| activity_date | The date the activity occurred |
| task_type | The type of task, such as a call or other logged engagement |
| subject | A short description of the activity, such as the topic of a call |
| contact_email | The email of the contact associated with the activity |
Sample Rows from the Template
The template you download using Download CSV Template already includes one example row for each activity type, showing how the fields come together in practice.
Opportunity
This example shows how an opportunity is represented in the template, using only the fields relevant to opportunity data.
| Field | Value |
| activity_type | opportunity |
| website | https://www.acme.com |
| opportunity_name | New Business |
| created_date | 2026-07-01 |
| close_date | 2026-09-30 |
| is_won | FALSE |
| stage_name | Proposal |
| amount | 25000 |
Task
This example shows how a task, such as a logged call, is represented in the template, using only the fields relevant to task data.
| Field | Value |
| activity_type | task |
| website | https://www.acme.com |
| activity_date | 2026-07-14 |
| task_type | Call |
| subject | Discovery call |
| contact_email | buyer@acme.com |
Uploading Your Data
Go to Audiences and click Analytics Uploads
Click Download CSV Template if you do not already have the current template
Fill in your data following the template format, keeping the headers unchanged
Click Browse and select your completed CSV file
Click Validate and Import
After that, an “Import complete” message will appear, with information about the number of rows that were processed and the number of analytic records that were created
Using Uploaded Data in Scoring
Once imported, your engagement data feeds into new conditions available when building custom warmth rules, including Sales Calls Logged, Sales Emails Replied, Sales Emails Sent, Sales Opportunities Created, and Sales Opportunities Won. These can be combined with existing conditions like ad clicks and website visits in the same rule. For more information, see What is Custom Contact Scoring and how to use it.
Important Notes
Analytics Upload is currently in Beta only
Currently, uploads are additive. Each new upload adds new rows to your data rather than updating existing records