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Adding account data in Manage

Access and manage account-specific data, including data sources and custom entries.

Updated today

The Account Data tab in account settings displays the account tags associated with an account. This data encompasses the information from each data source linked to the account. Account data is grouped by account tags within Blueprints, containing information unique to each account such as address, geo-targeting data, inventory data, and other unique account information.


Types of account data

  1. External Data Sources: The data is pulled from a global or account-mapped data source. It’s labeled as read-only when you view it in Manage. You can view this data to understand the contents of a tag, but any changes must be made at the source.

  2. Static Data: This type of data remains constant over time or changes infrequently. You can add this data by using account tags from an ingestion sheet, the tags pane in Blueprints, or manually in Manage.


Finding account tag data

  1. Hover over Manage (globe icon) in the left menu, and select Accounts.

  2. Click on an account from the list.

  3. Go to Account Settings near the top.

  4. Click the rocket icon (Data Sources) and select Account Data in the settings menu.

  5. Click a caret next to a tag to open and view its account data.


Adding and editing account tag data

  1. To add a new account tag, select + Add New.

  2. Scroll down to find the new tag, and click the caret to open the tag.

  3. Enter a Data Name.

  4. Select the format from the dropdown to the left of the trashcan (e.g., Auto Detect, text, csv, etc).

  5. Add new data in the blank field, separating each item with a new line.

  6. Click Save.

Remember: Account tags that are connected to a global or account-mapped data source are read-only and cannot be updated in Manage. Any changes must be made at the source.

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