Overview

CSV or comma-separated values file is a popular way to store data in textual files. Many systems, such as spreadsheets and SaaS applications offer a way to export data in a CSV format.

Gtmhub can import any CSV file and use it as a data source for generating insights and metrics.


Example

The following is an example of a CSV file:

Name,Position,Salary
John Peters,CEO,100000
Mark Jacobs,CFO,95000
Tony Shaw,VP Sales,70000

In this example, the first row - Name,Position,Salary, is the header row that gives the names to the columns.


Prerequisites

The CSV file that you import must have headers.


Procedure

Perform the following:

  1. In the navigation pane, expand Insights and click Data sources.

  2. In the toolbar, click Add new data source.

  3. Click the Files tab.

  4. Click CSV file.

  5. Enter a name for this data source.

  6. In URL, enter the publicly accessible URL of the CSV file.
    For example, this could be a file shared on pCloud or Github Gists.
    Please note that files from Dropbox aren't supported for this connector and files from Google Drive would need to be converted to .csv first.

  7. Click Connect data source.

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