DocumentationReal-Time Customer Data Platform Guide

Step 2: Ingest Account and Person Data

Last update: Wed Sep 17 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

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With your B2B schemas defined, you are ready to ingest data. In a real-world scenario, you would connect to a B2B source like Marketo Engage or Salesforce. For this tutorial, you can simulate this by ingesting sample CSV files.

Prepare Your Sample Data

Create two separate CSV files on your computer:

b2b-accounts.csv:

accountId,accountName,industry
9001,TechCorp,Technology
9002,Global Solutions,Consulting

b2b-people.csv:

personId,email,firstName,lastName,jobTitle,accountId
p101,alice.anderson@techcorp.com,Alice,Anderson,Marketing Manager,9001
p102,bob.baker@techcorp.com,Bob,Baker,Sales Director,9001
p103,charlie.carter@globalsolutions.com,Charlie,Carter,IT Specialist,9002
NOTE
The accountId column in the people file is the key that links people to their respective accounts.

Create Datasets

You will need a dataset for each schema you plan to ingest data into:

  • Navigate to Data Management > Datasets.
  • Create a new dataset from your B2B Account Schema.
    Name it B2B Account Dataset.
  • Create another new dataset from your B2B Person Schema.
    Name it B2B Person Dataset.

For both datasets, make sure to toggle the Profile switch to “on” in the right-hand panel after creation.

Ingest the Data

Upload each CSV file to its corresponding dataset:

  • Open the B2B Account Dataset.

    • Go to the Add Data tab.
    • Upload the b2b-accounts.csv file.
    • Wait for the ingestion batch to report Success.

  • Open the B2B Person Dataset.

    • Go to the Add Data tab.
    • Upload the b2b-people.csv file.
    • Wait for this ingestion batch to also report Success.

Once both batches are successful, the platform will begin processing the data using the schema relationship you defined to link the people to their accounts.

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