Data onboarding is the process of transferring offline customer data (from CRMs or spreadsheets) into online environments for targeting and personalisation. It connects disparate data sources to create a unified view of the buyer.
This practice allows B2B marketers to extend the reach of existing customer insights by linking account-level intelligence to digital identifiers for programmatic, email, or social activation.
Effective onboarding requires strict privacy controls and identity resolution to maintain compliance while maximising precision in audience targeting.
