Updated on
Oct 19, 2023
1. Your data provider (platform) should be able to send reports via email automatically and regularly.
2. Only one file should be attached to an email or one link should be in the email body
3. Supported file formats include:
4. If you’re sharing your file via a link, it should be available directly without authorization and not require any credentials to be accessed.
5. The links must always follow the same format.
6. Improvado creates a report (data table) from one tab of your .XLSX file.
Step 1. Create a New Flat Data Ingestion request using Improvado Service Desk:
Step 2. Get a confirmation from Improvado whether we can ingest your data or instructions on what needs to be changed in order to make it possible.
Step 3. Send test email with your file or link to a pre-determined email address
Step 4. Once again get a confirmation from Improvado that we have successfully loaded the data.
Step 5. Schedule reports delivery from your data platform to the email address provided to you.
IMPORTANT:
Improvado team is always happy to help with any other questions you might have! Send us an email.
Contact your Customer Success Manager or raise a request in Improvado Service Desk.