Upload, map, preview, and import a CSV file

What you will accomplish

You will create a CSV connection, map source columns, preview converted records, and interpret the import result.

Who can do this

Owners and Admins can import files.

Before you start

Prepare a CSV or text file with one header row and consistent data rows. Know the target track, rooftop, and the source column that uniquely identifies each record.

Create the connection

1. Open Account menu → Config → Connect your data.
2. Select the CSV area.
3. Enter a connection name.
4. Select the target track and rooftop.
5. Select Add connection.
6. Select the new connection.

Upload and discover fields

1. Select Upload CSV file, or paste the header and sample rows into CSV data.
2. Select Discover fields.
3. Review every suggested match. An approximate auto-match must be verified.
4. For each required Birdseye field, select the correct Source column.
5. Ensure the track's correlation key is mapped.
6. Configure rooftop routing if one file contains multiple rooftop codes.
7. Select Save mapping.

Preview and import

1. Select Preview.
2. Inspect converted values, dates, rooftop routing, and warnings.
3. Correct the mapping when a value is wrong.
4. Preview again.
5. Select Import only after the preview is correct.
6. Read the import result and history.

Expected result: valid records are written to the selected track and scope. Rejected rows remain identified by the import result.

Troubleshooting and recovery

• Import is disabled: map the required correlation key.
• Columns are not found: confirm the first row contains headers, then discover fields again.
• A file is quarantined: open the history and read the reason; correct structure, mapping, or routing before retrying.
• Rows went to the wrong rooftop: stop and correct routing before another import.

Related articles

• Connect your data: overview
• Troubleshoot data connections and imports
• Configure an automated SFTP feed