How to Import CSV Files

Quick tutorial on how to import user data into Lytics via CSV upload.

Importing Custom Data

Video Tutorial

Note: On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy.

In this tutorial, we'll show you how to import CSV files into Lytics. This is a common workflow to import user data from various sources, and it's particularly useful for uploading unique datasets or connecting to providers that don't have a pre-built integration in Lytics.

Watch the "How to Import CSV Files" video (5 mins) for a walk through of setting up a one-time or recurring CSV upload from SFTP or other secure locations.

Note: The integrations list now lives in the Jobs section of the Lytics UI (formerly the "Integrations" tab). Navigate to Data > Jobs > New Job to find the list of integrations in your account.

Knowledge Check

Custom delimiters can be selected for CSV file imports.

A. True

B. False

Answer: A - This is true. Custom delimiters can be chosen for imports, including commonly used delimiters like tabs and pipes.

Which systems Lytics can import CSV files from? Select all that apply.

A. Amazon Web Services (AWS) S3 buckets

B. Google Cloud Storage

C. SFTP servers

D. A collection of floppy disks in my basement

Answer: A, B, C

PGP encryption is required for all data imports.

A. True

B. False

Answer: B - This is false. Importing PGP encrypted files is supported, but not required.

Can files be automatically imported on an ongoing or recurring basis?

A. Yes, this can be configured by selecting "Keep Updated".

B. No, you must import each file manually.

Answer: A - Yes, file import workflows can be scheduled for recurring imports.

Next Steps

Here are recommended resources to continue learning about importing custom data into Lytics.

Academy Courses

• Connecting Integrations
• Jobs and Authorizations

Documentation

• Custom Integrations (for more information on using CSV or JSON imports)
• Custom Data Sources