Quick guide
How to use Imports
Bring data into the workspace from CSV files or manual entries with server-side validation, dedupe and dry-run.
- 1Choose the workspace, then select the import flow (costs, leads, touchpoints, conversions, coupons, sources).
- 2Upload a CSV or use manual entry. Run a dry-run to see row-level errors before committing.
- 3Fix invalid rows and commit: external_id de-duplicates against existing records.
- 4Check the Import status tab for history, retries and error logs.
Tip: Always run a dry-run before committing — failed commits are logged and can be retried.
CSV-first import operations
Imports
Upload, validate, dry-run, and commit communication ROI data with server-side validation, row-level errors, dedupe by external_id, and transparent data quality checks.
Spend rows by campaign and cost type.
Secure writes
CSV parsing, validation, transformation, and database writes run server-side. Future connector credentials will stay in secrets.