Overview
The CSV File Upload integration in Mortar DS enables you to import data directly from your existing systems into the platform — quickly, securely, and without requiring custom connectors. This feature ensures that no matter where your data resides, you can consolidate it within Mortar DS for unified insights and analysis.
With custom field mapping and automated validation, the CSV integration provides complete flexibility for managing diverse data sources such as customer lists, sales transactions, or product information. The upload process has been designed to be intuitive and consistent with other integrations, maintaining a seamless experience across the Mortar platform.
By leveraging secure upload protocols and real-time processing, Mortar DS ensures that your imported data is clean, accurate, and instantly actionable. Businesses benefit from greater operational efficiency, enhanced data accuracy, and the ability to unify external data sources into one powerful analytical environment — all without the complexity of traditional integration methods.
Key Benefits
Universal Compatibility: Upload CSV files from any source or system you use to manage data.
Custom Field Mapping: Map CSV fields to existing data attributes or create new custom fields within Mortar.
Enhanced Accuracy: Automated validation ensures that incorrect or missing data is flagged before processing.
Data Security: Files are uploaded securely with strict user authorisation and privacy controls.
Scalability: Handle large data volumes with confidence, ensuring smooth synchronisation across your integrations.
Step-by-Step: Uploading CSV Files
Step 1: Open the CSV Upload Tool
1. In your Mortar DS dashboard, navigate to the Integrations section.
2. Click the File Upload (+) icon to begin the CSV upload process.
Step 2: Define Your Data Source
1. When prompted, enter a Data Source Name — this will help identify the origin of your upload.
2. Select the Data File Type:
a. Customer Data (e.g., customer profiles, contact details)
b. Sales Data (e.g., transactions, revenue data)
Step 3: Review Upload Instructions
Before uploading, review the guidelines provided in the upload window. These instructions outline file format requirements, supported delimiters, and best practices for ensuring a smooth import.
Step 4: Upload and Map Fields
1. Choose your CSV file and upload it to the Mortar portal.
2. Once uploaded, you’ll see a field mapping interface.
a. Here, map the columns from your CSV file to the appropriate fields in Mortar DS.
b. You can also create new custom fields if your data includes attributes not yet defined in Mortar.
3. The intuitive interface highlights system-defined and user-created fields, ensuring clear visibility and consistent mapping.
Step 5: Validate and Correct Errors
If there are mapping or formatting issues, Mortar DS will display a red warning box indicating the errors.
Review the highlighted fields, correct any errors (e.g., mismatched data types, missing values), and proceed.
The built-in validation ensures only clean, high-quality data is processed.
Step 6: Complete the Upload
1. Once all mappings are correct, click Continue to begin processing your file.
2. A confirmation pop-up will appear — once closed, you’ll be able to view the upload progress and status in the File Upload section.
3. Successful uploads will show as “Processed” or “Complete.”
Data Processing and Monitoring
The Mortar platform processes CSV uploads in near real time, ensuring rapid data availability.
You can monitor upload status, view historical files, and confirm completion from the File Upload Dashboard.
Any errors or issues are logged and reported for transparency and troubleshooting.
Step 7: Leveraging the Uploaded Data
After the CSV file has been processed:
Data becomes immediately available for segmentation, analytics, and campaign activation.
Uploaded fields integrate seamlessly with existing customer, sales, and marketing datasets.
The unified dataset ensures more precise reporting and marketing performance insights.
Benefits for Your Business
By implementing this streamlined CSV upload process, your organisation can expect:
Faster Data Onboarding: No need for custom connectors or manual imports.
Improved Data Accuracy: Built-in validation reduces duplication and inconsistency.
Operational Efficiency: Save time by managing all data sources from a single platform.
Flexible Customisation: Easily adapt field mappings to match your evolving data structures.
Scalable Growth: Enable continuous expansion of your data ecosystem with confidence.
You’re All Set!
Your CSV upload integration is now ready to use.
With secure uploads, intelligent field mapping, and automated validation, Mortar DS ensures your data is clean, organised, and actionable — helping you make faster, more informed business decisions.