CSV import

Import a CSV file from any tool to use as a custom data source.

Overview

CSV import is available to Admins in Stitchflow.

Stitchflow enables you to enhance your data analysis capabilities by uploading spreadsheets in CSV format and joining them with any connected user data. CSV import is particularly useful for integrating data from tools that Stitchflow doesn’t currently support through native integrations or tools without public APIs.

How to import your CSV

We currently support CSV imports only for the User object type. Every CSV must include an Email column.

Prepare your CSV

1. Ensure your file is in .csv format

2. Include a header row with column names

3. Verify data consistency within each column

Column headers will automatically default as field names upon import.

Upload your CSV

1. Navigate to Connections and scroll down to Connect your own data

2. Click CSV import

3. Enter the Connection name. We recommend naming the file after the tool from which you are importing data.

4. Drag and drop, or click CSV file to select your file. You can only import files that are 50 MB or smaller.

5. Click Next

6. Select both User and Email fields

7. Column headers are automatically populated from the headers in your CSV file. Assign field types to each column (text, datetime, boolean, or number) to finish field mapping

8. Click Save

9. Allow the CSV to sync until the status updates to Connected

You cannot change field mapping once applied. To update column names or field types, you must delete and reconnect your CSV data source.

Applying RBAC to custom data

You can apply role-based access controls to custom data from your CSV file just like any other native integration in Stitchflow.

1. Click the custom data source tile in Connections

2. You can view metadata about your custom data source in the Data tab

3. Navigate to Permissions to change the default workspace access or add access overrides

Creating boards with custom data

You can create boards, apply filters, and view nested data just like you would with any native Stitchflow integration. Relate custom data with integrated data to gain visibility across your entire IT environment.