In the current industry, the ability to seamlessly upload CSV files has become paramount for efficient data management. CSV, or Comma-Separated Values, files serve as a universal format for transferring large volumes of data between different systems. This functionality proves invaluable across various industries, from e-commerce platforms updating product catalogs to financial services consolidating transaction records. Integrating CSV upload capability into websites not only streamlines data entry processes but also enhances accuracy and scalability.
Now Mortar has the capability to upload csv s of any sources you use to manage your data. Our developers have implement robust validation checks and secure upload protocols, ensuring data integrity and user privacy of your data.
In response to evolving business needs, our system now offers robust capabilities for integrating CSV file uploads with custom field mapping, ensuring enhanced data management efficiency. Users can effortlessly map fields from CSV files, such as customer data, to existing custom fields within the system or create new custom attributes as needed. This streamlined process is designed to maintain a unified user experience across all integration tasks, emphasizing intuitive interfaces for identifying both system-defined and user-created fields. Implementing these features involves allowing users to select or add data sources, map customer data to existing or newly created fields, and extend this functionality to other data types like sales and product information. Error handling mechanisms are also in place to ensure smooth file uploads, promptly addressing any issues such as data format errors or missing fields. This comprehensive approach not only meets stringent data validation requirements but also empowers businesses to manage and leverage their data assets effectively.
To upload your csv s in to the system, select the file upload icon (+) shown in the integration section.
Once you click the file upload tab it gives you option to add your Data source name and select the data file type, customer data or sales data.
There is instruction given in here for you to understand the requirements when uploading a file.
When you choose your file and upload the file, you ll se the option to map your file fields with the suitable fields available in the mortar portal.
Once you map all the data with the suitable fields, you can go forward with the next icon. Incase if there is any error while mapping you ll get a red color warning box with the error.
When you corrected the errors and go forward with uploading by continuing and you ll see a pop up.
When you corrected the errors and go forward with uploading by continuing and you ll see a pop up.
Finally when you close this pop up, you can see the status of processing and success of the documents you uploaded in the file upload section.
After implementing these streamlined processes for CSV file uploads and custom field mapping, businesses can expect a significant boost in operational efficiency and data accuracy. Our solution ensures seamless integration between external data sources and internal systems, empowering users to manage diverse datasets with confidence and enabling scalable growth.