---
title: Data onboarding
description: Data onboarding is the process of transferring offline customer data (from CRMs or spreadsheets) into online environments for targeting and personalisation.
---

[B2B marketing glossary ](https://mixology-digital.com/glossary)

# [Data onboarding](https://mixology-digital.com/glossary/data-onboarding)

 Written by [Mixology Digital](https://mixology-digital.com/glossary/author/mixology-digital) | Nov 14, 2025 11:55:20 AM

Data onboarding is the process of transferring offline customer data (from [CRMs](https://mixology-digital.com/glossary/crm) or spreadsheets) into online environments for targeting and [personalisation](https://mixology-digital.com/glossary/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](https://mixology-digital.com/glossary/programmatic), email, or social activation.

Effective onboarding requires strict privacy controls and identity resolution to maintain compliance while maximising precision in audience targeting.

[View full post](https://mixology-digital.com/glossary/data-onboarding)

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