---
title: "How to Upload Your Customer Portfolio on Precision Marketing"
slug: "how-to-upload-your-customer-portfolio"
tags: ["Araya", "Precision Marketing"]
updated: 2026-06-24T22:00:37Z
published: 2026-06-24T22:00:37Z
canonical: "docs.cotality.com/how-to-upload-your-customer-portfolio"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Upload Your Customer Portfolio on Precision Marketing

## Overview

The first step to gaining insights in Precision Marketing is to upload your customer portfolio. This process involves uploading a .csv file containing your customer information, with a primary focus on address data.

---

## Uploading your customer portfolio

[Embedded content](https://cotality.storylane.io/share/m8wxbq0a9lgr)

1. Access **Precision Marketing** from the Araya home screen.
2. Click **Start a New Import**.
3. Click **Continue** after selecting the applicable products to upload the file.
4. Upload your file to the drop box.

****Click to View File Requirements****

#### **File Requirements**

  - File must be .csv, .xlsx or .txt.
  - For .txt files, the first line must be the column headers. The column headers and the data in each line must be separated by commas.
  - Column headers can only consist of letters (A-Z, a-z), numbers (0-9), dashes (-), underscores (_), and spaces.

#### Required Column Headers (Data Required)

Your file must include the following columns with complete data to move forward:

  - Reference ID
  - Address
  - City
  - State
  - Zip Code

### Required Column Headers (Data May Be Blank)

Your file must include the following columns, although having data within these columns is optional:

  - Customer 1 First Name
  - Customer 1 Last Name
  - Customer 1 Phone Number
  - Customer 1 Email
  - Customer 2 First Name
  - Customer 2 Last Name
  - Customer 2 Phone Number
  - Customer 2 Email
5. Edit the **Portfolio Name** or leave the default file name.
6. Click **Continue**.
7. Match any required prod**uct columns** to the applicable **file columns**.
8. Check the box to confirm that the columns lack sensitive or identifiable data.
9. Click **Continue**.

> [!NOTE]
> **Note**: The portfolio status will show **Ready to Launch** when done. The portfolio will take approximately 20-40 hours to complete the enrichment.
10. Open the **Actions** menu.
11. Click **Launch Precision Marketing**.

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## Outcome

You can now upload portfolios to Precision Marketing. Once a portfolio is ready to launch, you can analyze critical property data, predictive propensity scores, and real-time home shopping behaviors.