Documentation / Product / Integrations / Custom Integrations / CSV Import

CSV Import

Lytics allows you to import your user data via a CSV for additional custom data into Lytics where an integration may not already exist.

There are two different options for importing CSV files.

Configuring a Client Managed SFTP

This option will allow you to enter the credentials of an SFTP that you are running. Credentials can be a SFTP username and password, or a username and private key. The advanced configuration options will allow you to choose the timing of when Lytics will access your SFTP and grab the latest version of the file.

  1. You will need to have your own SFTP setup in an area that is available to our service to access. Place your file within a folder on your SFTP server.
  2. From Data > Integrations select the Custom Integrations tile. custom
  3. If you have already set up an import in the past, click the New Workflow button.
  4. Select Import CSV from the list of workflows.
  5. Select an existing authorization, or select Add new authorization. Choose Client SFTP Server with Username/Password and PGP Private Key if you wish to decrypt your import. sftp pgp private key auth
  6. Select the appropriate option for your credential type.
  7. Enter the connection details into the UI. authorization If you chose an authorization with PGP Private Key, you will need to enter your PGP Private Key and Passphrase in the appropriate fields, as shown below. For more information, see PGP private keys. server setup private pgp
  8. Configure your import by entering the stream, folder, and file location, as well as the other configuration options listed.
  9. You may optionally configure the advanced options which control the frequency and consistency of the import.

NOTE: If you select Keep Updated, this import will run daily by default. To run hourly you must select the hourly option under File Upload Frequency. If you expect to only import files weekly or monthly, select those options instead.

Configuring the Lytics Managed SFTP

This option allows you to upload a file to a Lytics managed SFTP.

Your credentials:
Host: lytics.brickftp.com
Username: DOMAIN Password: DATA API KEY
folder: import
port: 22

Both the DOMAIN and DATA API KEY used for your username and password can be found in your Lytics Account Settings.

If you are having trouble with access, contact [email protected].

  1. From Data > Integrations select the Custom Integrations tile. custom
  2. If you have already set up an import in the past, click the New Workflow button.
  3. Select Import CSV from the list of workflows.
  4. Click Use Lytics Managed SFTP. lytics managed SFTP
  5. Configure your import by entering the stream, folder, and file location, as well as the other configuration options listed. The stream name can be found in the FROM section of the LQL file you want your data to process through.
  6. You may optionally configure the advanced options which control the frequency and consistency of the import.

NOTE: If you select Keep Updated, this import will run daily by default. To run hourly you must select the hourly option under File Upload Frequency. If you expect to only import files weekly or monthly, select those options instead.

CSV formatting best practices for data onboarding

See Custom Data Ingestion for more information on file naming, field formatting, headers, timestamps, etc.