What You Can Import
Account Custom Fields
Update any custom field on accounts with data from your CSV.
Product Usage Metrics
Track usage dimensions like MAU, API calls, storage, and more.
How It Works
- Configure an integration with your field mappings
- Send CSV files to your unique integration email
- Automatic processing matches data to accounts and updates fields
- Track results through the integrations dashboard
Supported File Types
| Format | Extensions | Max Size |
|---|---|---|
| CSV | .csv | 50 MB |
| Excel | .xlsx, .xls | 50 MB |
Account Matching
Each row in your CSV is matched to an account using one of these identifiers:| Match Method | Description | Reliability |
|---|---|---|
| CRM Account ID | Unique ID from Salesforce, HubSpot, etc. | Most reliable |
| Domain | Company domain (e.g., acme.com) | Reliable |
| Account Name | Company name | Least reliable |
| Custom Account Field | Any custom field defined on accounts | Varies |
Setup Process
Setting up a CSV import integration involves a 7-step wizard:- Basic Info - Name your integration and get your unique email
- Upload Sample - Upload a sample CSV to map columns
- Account Identifier - Choose how to match rows to accounts
- Account Fields - Map CSV columns to custom fields (optional)
- Product Usage - Map CSV columns to usage metrics with optional date column (optional)
- Test Configuration - Validate your setup with a test file
- Review & Save - Confirm and activate
Next Steps
- Setting Up CSV Import - Step-by-step configuration guide
- Product Usage Import - Track usage metrics from CSV