What are Import Configurations?


Import Configurations are sets of rules that will be applied on a certain import process. 

  • Traditionally you would have to map your file every time you do an upload - with Import Configurations you only have to do so once per type of file. 
  • This is really helpful to cover all the various systems you're exporting data from - or for larger organizations where data tends to vary a lot between business units.


Navigating the Import Configurations screen




  1. If you have any doubts or questions, click the information icon to go to this page.

  2. To return to your list of imported files, or do a File Upload, click the "Imports" button.

  3. Using the search bar above the table you can easily find your import configuration. Any data displayed is searchable - any configuration listed on this page, and of those configurations, all displayed information.

  4. All the import configurations created in your platform are listed.
    The following information is displayed:
    Name: This is the name that was given by the creator of the Configuration.
    Reference: This is how the Configuration can be identified programmatically. This will be very useful in the future, when you can import data using Import Configurations by API.
    Data Type: This is the Data Type that was selected when creating the Import Configuration
    Last Update: This indicated the date and time of when the Configuration was last updated.
    Actions: These are the various actions you can take with the import configuration. Each action is detailed below.

  5. "Standard" Configurations come by default in your CustomerGauge platform and can only be Viewed to see what the CSV Delimiter and File Headings should be if you'd want to use this Import Configuration.

  6. You can View or Edit any Configuration created by users.
    View: Click the View button to find out how this Configuration is put together. This will help you understand you the file structure needed to use this Import Configuration.
    Edit: Click the Edit button to make changes to this Configuration. Some options, such as Data Type, can not be edited. You should create a new Import Configuration instead if you'd like to change the Data Type.

    Warning: Please be aware that changing an Import Configuration used by others may cause their imports to fail if you don't communicate your changes to them.