Updated on

Mar 25, 2024

How to start Email configuration flow

  1. On the Data sources page, click on the Email tile. You can find it using the search field or just open the Flat Data category.
  1. Email configuration will be opened after accessing the corresponding data source.

Step 1. Email box

  1. Enter a Data Table name to generate an email address to import files from.

{%docs-informer info title="Note"%} The generated email address can't be changed later. {%docs-informer-end%}

  1. Once you have named your table and received the email address for data import, you will receive a success notification, and the 'Continue' button will become active. Click on it to proceed to the next step.

Step 2. Import page

  1. Click to select a file from your computer, or drag and drop your file to this area

{%docs-informer info title="Note"%}

  • Supported file formats: CSV, TSV, XLS, XLSX
  • Maximum size: 10 GB {%docs-informer-end%}
  1. After picking the file a processing bar will show the upload progress.
  2. ~You can click on the “trash bin” icon to cancel the uploading process of a file
  3. After your file has been uploaded and checked for security, let’s move to the settings.
  4. Click on the Continue button.

Step 3. Match page

  1. Select the columns you need to import. By default, all columns are selected.
  2. Check the type. Each column in a data table can be assigned a text, number, or date type.
  3. ~The date column is a unique date-key in the database and should be singular. Also, you have the flexibility to choose from a wide range of date formats for this column.
  4. ~If you have column with numeric values that you don't want to include in your calculations, change the type from Number to Text.

{%docs-informer info title="Note"%} You can learn more about how to work with dates in Flat Data here. {%docs-informer-end%}

  1. The skip rule allows you to exclude empty rows and rows with specific values in a selected column
  2. ~Default to 'Do Not Skip': Ensures all data is initially included.
  3. ~Multi-Select Options: Combine 'Skip: empty' and 'Skip: value' for targeted exclusions. Selecting 'Do Not Skip' disables other skip options.
  4. ~Custom Rule addition: Add one custom rule; the form is disabled afterward to maintain focus
  5. ~Custom Rule deletion:  Hover over and click on the red-highlighted basket icon next to the rule to exclude it.

Usage Note: the component is designed for straightforward value-based selections and does not support complex expressions like '<10'.

{%docs-informer info title="Note"%} System default account ID, account name, and date_yyyymmdd columns are automatically added by default. The 'id', 'metrics', 'account_id' reserved for internal usage. Please do not import columns with the same names to avoid data issues. {%docs-informer-end%}

  1. Click on the Import N columns button to continue.

Step 4. Preview page

  1. Check the Data Structure Preview.
  2. ~In this step, you see the first row of data that will be extracted after you click the Continue button.
  1. Click the Continue button to confirm settings and proceed with data extraction.
  2. You'll see your imported file on the Connections page.

How to upload more files with the same structure (set of columns)

To upload more files with the same structure follow these simple steps:

Overview tab

  1. Find the Email on the Connections page.
  2. Choose one of the Imported Files
  3. ~Each element in the list corresponds to a Data Tabe with a structure set during the first setup.
  4. Click to select a file from your computer, or drag&drop an additional file to this area
  5. A list of uploaded files below will be enriched with a new file

Email tab

Settings tab

Note: the table name on the settings page is SQL View name for your extracted data.

Schema information

Setup guide


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