Summary

  • You can upload your own CSV-files into Funnel
  • You can upload files recurrently at any time
  • 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 upload your own CSV files directly into Funnel.

There are 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". In 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" or "csv".

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.

Configure fields

Upload a CSV file with the columns and format that you intend to use for this source. See the file requirements in the section below.

Import new files

You can always go to the source and import new files. Do to Data Sources, find the source in the list, and press Actions > Upload File.

New files must have the same columns as the first file.

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)

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 formatted as YYYY-MM-DD (ISO 8601). This is necessary to attribute the data to a date in Funnel.

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

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

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