If you have certain data reported via email or CSVs; or have other custom data (CRM, OMS, Budgets & Targets) that you want to get into Clarisights, you can create a POD data source.

Introduction to POD

The POD data source of Clarisights can be used to import any flat file format into Clarisights. Here's a Guide on POD data source which we strongly suggest reading before proceeding with this article.

How to create a POD data source?

Step 1 - Select "POD" as the integration on the Integrations page

Step 2 - Give a suitable name and abbreviation and choose the appropriate source type, i.e. the method of importing data into Clarisights. 

The data in can be imported via. following source types

  1. CSV: Upload a regular CSV file

  2. URL CSV: Fetch CSV from an URL (Eg: SFTP Server)

  3. Mail: Import data from attachment in a scheduled email

  4. S3: Enter details of a valid AWS S3 bucket to fetch data from

Step 3 - Oftentimes you may have data at a month level or week level (commonly for budgets and targets). To evenly distribute the data across the days of the week/month, enable 'Target distribution'.

Step 4 - Specify the list of dimensions and metrics that you are uploading with the 'Metrics/Dimensions' i.e. the header row of your data source. Make sure to match the exact same name as it is present in the header row.

Step 5 - Oftentimes you may want to map certain headers to different aliases to use in Clarisights (Eg: campaign_name to Campaign). In such cases you may add the aliases to the list of metrics and dimensions and map the column headers in your file to the aliases defined using the header mapping option.

Step 6 - Once your have specified the list of metrics and dimensions, you can click on 'Fetch Now' or 'Upload CSV' depending on the source type.

Once any data is imported, a new data source gets created in Clarisights. This may take upto couple of hours based on amount of data before you can see all the imported data. You can create your reports by selecting this as the data source in the report.

You can verify if data has been imported successfully by taking a look at the import logs for each channel. Just click on logs, expand the duration you want to check for and click on the download button on the right side.

Data still not showing up or seeing errors or failed rows in the logs? Check out this article on common errors when creating a new POD data source. Or write to us at support@clarisights.com.

Go back to Guide to POD data source.

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