How to get the number of records imported in Custom data import using Custom fields

When using Custom data import to import log or entity type dimension-only data, you might want to build reports that show the number of records. For example, when importing Leads from your CRM, you may want to create a dashboard that shows the number of leads in each status of your funnel.

You can achieve this by importing the data first and then using Supermetrics Custom fields feature to create the metrics.

Instructions

Step 1: Create the import

Create an import for your data using Custom data import. If you’re unfamiliar with creating an import, take a look at our guide to configure the import.

Step 2: Create the Custom field

1. Go to Custom fields to create a new field.

2. Create a new Custom field.

3. Select Metric as the field type.

4. Select Custom data import as the source.

5. Select the import you want to use from the Select report type dropdown.

6. Define the settings for your custom field:

   1. Select Function as the transformation type.

   2. Select Convert data type as the function.

   3. For the Value, select a field from your import that resembles a unique identifier for the item you want to count, for example, Lead ID. Please note that if your imported data does not contain any unique identifier, you can use the Supermetrics-generated Row ID field to count values.

   4. Select Integer for the Data type,

   5. Select Static value as the default and enter a value of 1.

   6. Click Next.
      

7. Give a name and description for your custom field.

8. Open Advanced settings.

9. Select Integer as the Output data type.

10. Click Create custom field.

Now you can use your newly created custom field in any Supermetrics product to query the number of records imported.