How to upload data to Custom Data Import

Prev Next

Once you have configured an import in Custom Data Import, you can start uploading more data into it. Data can be uploaded in two ways:

  • Send new data by email

  • Upload new data manually on the Supermetrics Hub

To take full advantage of the Custom Data Import feature, you can schedule data to be sent directly to the email address specific to your import.

Note

When uploading additional data to your import, the structure of the data must match the structure used during configuration. Changes in data structure can lead to processing failures or broken datasets with wrong values.

Instructions

Send data by email

You can send data as files to the email address specific to your import. Please note that each data import uses a different email address.

  1. Find the email address of your import:

    1. On the Supermetrics Hub, go to Custom data import under Connect.

    2. Click the data import for which you want to check the email address.

    3. Under Add data for your import, click Copy email. The email address is copied on your clipboard.

  2. Send an email to the given address and include either:

    • The file you want to upload as an email attachment

    • A link to the file in the email body

Good to know:

  • The file must be sent as an attachment to the email message or with a link to the file added to the email body.

  • If you include a file link in the email body, the link must be publicly accessible (no login required to download).

  • Email subject or sender of the email does not matter.

  • If the email contains multiple attachments, we try downloading all of them. If you want to specify the file that will be downloaded, you can define filtering based on file name when creating import configuration.

  • To have a fully automated workflow, you can schedule the data source/sender to send the report directly to the email address of your import instead of sending it first to your own email.

  • We automatically shorten file names longer than 200 characters.

Manually trigger a scheduled update from HTTP or SFTP

If you set up a scheduled update from an URL or SFTP remote path, CDI will upload new data according to the schedule.

However, you may not wait for a scheduled fetch and manually trigger file fetching.

  1. On the Supermetrics Hub, go to Custom data import under Connect.

  2. Click the data import you'd like to upload a new file for.

  3. Under Import source, click Trigger import.

Note

File import can’t be triggered if there’s a file in process already. There’s also a short cooldown time, so import can’t be triggered too often.

Upload a file on the Supermetrics Hub

You can upload files to existing file imports on the Hub.

  1. On the Supermetrics Hub, go to Custom data import under Connect.

  2. Click the data import you'd like to upload a new file for.

  3. Under Import source, click Upload file.

  4. Select a file to upload.

Note

After you upload a file, we process it automatically. If processing fails due to a temporary issue, we automatically retry up to 3 times. During this time, the file may appear as Processing on the Custom data import page.

Now that you've set up the data upload, learn how to query data using the Custom Data Import connector.