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.
For example, we could store information about employees in such a file.
Name, Position, Salary
John Peters, CEO, 100000
Mark Jacobs, CFO, 95000
Tony Shaw, VP Sales, 70000
Gtmhub can import any CSV file and use it as a data source for generating insights and metrics. The one requirement is that a file must have headers (in the example above, it means that first row - Name, Position, Salary - is the header row which gives the names to the columns).
How to connect
- In Gtmhub, navigate to Setup > Data Sources screen
- Click on the Add new Data Source button
- From the Choose a Data Source dialog, select CSV File from Files tab
- Enter the publicly accessible file url (for example, this could be a file shared on Dropbox or Google Drive) and the date format. Date format instructs Gtmhub how to parse dates if they are present in the file data
- Click on the Connect button
- Select the file you've connected to and click on the Use ... button
- Give your data source a meaningful name and select the sync schedule
- Click on the Add my data source button
What data from CSV file can I use
The CSV file has to have a header row. In other words, the first row of your file has to contain the name of the columns. Then, you can use any column to populate the entity.
Note on Dropbox
When you share the files on Dropbox, generated url will be a url to Dropbox viewer. To make it a url for the actual file, you need to change the ?dl=0 part to ?dl=1
So, instead of: https://www.dropbox.com/s/mk51tebmxrd2n8v/employees.csv?dl=0
In Gtmhub you should change it to: https://www.dropbox.com/s/mk51tebmxrd2n8v/employees.csv?dl=1