Summary

  • Import your own CSV or Excel files into Funnel

  • Send files via email or upload them in the browser

  • All files must have the same columns as the first file

  • If new files contain data for previously imported dates, they will overwrite the existing data for those dates.

Introduction

Do you have data that you would like to import into Funnel besides the hundreds of plug-and-play data sources that you can use out of the box?

This article outlines how you can import your own CSV or Excel files directly into Funnel.

There are also other ways of importing data into Funnel depending on your needs:

Set up a new file import

Go to the list of Data sources and start adding a new data source by clicking on "+ Data Sources". At the very bottom of the list of data sources, there is a button that says "File Import". You can also find it by searching for "file", "csv" or "excel".

Follow these steps in the app to complete the import:

Data source name

Give your source a name. This is how you can identify your source later in the data sources list.

Upload or send your first file

Now it's time to get the first file to Funnel in order to complete the configuration. The file should have the columns and format that you intend to use for this source.

You can create an email address if you plan to send files via email, or manually upload the file in the browser.

Configure fields

When the first file has arrived, it's time to configure your fields so that Funnel knows how to interpret your data.

Import new files

You can always go to the source and import new files. New files must have the same columns as the first file.

Manual upload

Go to Data Sources, find the source in the list, and press Actions > Manage file import. On the page, you can find a button to upload a file.

Send via email

There are two ways of sending files to Funnel via email:

  • Attach the file in the email. All attachments with a .csv, .tsv or .xlsx extension will be imported.

  • Include a download link to the file. By default, links containing .csv, .tsv or .xlsx in the URL will be imported. You can customize which links that should be downloaded using a custom regular expression by opening "Email settings" when you manage your File import source.

If you need to look up the email address again, go to Data Sources, find the source, press Actions > Manage file import.

Size limit of emails

Our email service accepts email messages up to 30 MB (including attachments). Email is not a suitable medium to transfer larger files, and many email providers have limits on how large attachments you can send (typically 10-25MB).

Need to see the content of an email message?

Sometimes you need to get access to the actual email sent to Funnel, for example to click on a verification link to confirm a scheduled report. You can see all emails by navigating to the File import source and selecting "Show emails". Each message shows its subject, sender, and the timestamp when it arrived. Click on the raw email to download the file, which you can then view on your local computer.

Overwriting data

Your imported data is attributed to a given date per row. When you upload new files with dates that overlap data you have previously imported, those dates will be cleared and overwritten entirely.

This is useful when you need to to correct or update data.

If you need to clear previously imported data for a given date entirely, you can upload a new file with a row containing that date but without any data.

Here's an illustration of how date overwrites work:

Example: I have previously imported data for 2020-01-01 to 2020-01-04. If I import a new file containing data for 2020-01-03 to 2020-01-06, all the overlapping data (2020-01-03 to 2020-01-04) will be overwritten by the new file.

File requirements

File type

The file must be of type CSV (comma-separated values) or Excel (with the .xlsx extension).

Header row

The sheet needs to have a header row with column names. This is how we identify each column during imports.

No trailing rows the actual data

The file can not have any rows with non-empty cells after the actual data rows ends. The typical example of this is a "Totals" row at the end, summing up each column.

Unique column headers

The data needs to have unique column header names (case insensitive). If any two column headers are identical, ignoring capitalization of letters, we won't be able to import the data.

Date column

The file must contain a column with dates. This is necessary to attribute the data to a date in Funnel.

By default, the date format is set to YYYY-MM-DD (ISO 8601). You can change to another format, e.g. MM/DD/YYYY, by selecting a custom date format for that field.

Currency

When importing monetary data, you will need to supply a currency. This can either be a static currency for all the data in the sheet, or a dynamic currency that can be different for each row.

If you have a currency for each row, the sheet needs to contain a column with three-digit ISO-4217 currency codes, such as USD, EUR, GBP: https://www.iso.org/iso-4217-currency-codes.html

Importing data from Excel

Currently, the File Importer supports Excel documents with one sheet/tab.

Funnel standard fields

Since Funnel does not know your data as well as you do, we can't automatically map standard metrics and dimensions for you (such as media type, traffic source, cost and campaign).

You will need to go to the dimension/metric editor for the standard fields and set up your own rules to map specific fields from your sheet import.

Troubleshooting

Sometimes Funnel is unable to understand and convert your data. Please refer to this article on troubleshooting: File import -Troubleshooting

Did this answer your question?