Follow these steps to integrate and map a CSV file:
Step 1: Go to the Integrations Module
From your Revlitix dashboard, navigate to the Integrations module.
Click on the Connectors tab.
Step 2: Locate CSV in Available Integrations
In the Available Integrations section, find the CSV integration card.
Step 3: Connect CSV
Click the Connect button.
On the next page, click Add Profile to begin the setup.
And then click on Get Started
Provide a unique Connection Name for easy reference.
Click Connect to finalize the integration.
Step 4: Upload and Map Your CSV Fields
1) Upload Your File
Enter a Display Name (this is mandatory).
Upload your CSV file (maximum file size: 100 MB).
*You must add the Display Name field to proceed with the file upload and field mapping.
2) Start Field Mapping
Once uploaded, click Field Mapping.
Start field mapping by adding the appropriate Data Type to each field. You can also edit the name of the Revlitix Field if needed.
3) Data Type Options
When selecting a Data Type, you can choose from:
Integer
Decimal
String
Boolean
Date
Duration
Refer to the full data type mapping guide here.
4) Mandatory Field Requirements
To complete and save your field mapping:
You must map at least one Metric field (Integer, Decimal, or Duration).
You must map at least one Date field.
Without these, your field mapping will not be successful.
5) Edit, Restore, and Preview Mapped Fields
To delete a mapped field: Click the delete icon.
To restore a deleted field: Click Add Mapping, select the original column, assign a name, and map its data type.
To preview your mapping: Click the Preview button to view how data will appear.
You will see the preview.
Once satisfied with your mappings, click Save.
To upload more CSVs, click Add More (you can upload up to 10 CSV files).
Step 5: Complete the Integration
Once the mapping is done, click Save and Next again.
The integration will now appear under Connected Integrations, with the status set to Active.
By following these steps, you've successfully integrated your CSV with Revlitix.