How to integrate Custom CSV

TABLE OF CONTENTS

• Description
• Entities
• Steps
  • Step 1.
  • Step 2.
  • Step 3.
  • Step 4.

Description

A Comma Separated Values (CSV) file is a plain text file that contains a list of data. These files are often used for exchanging data between different applications. For example, databases and contact managers often support CSV files. 

Entities

Steps

Step 1.

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar.

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description.

Step 3.

You will be prompted for the Storage Type.

When storage type is Local:

When you import CSV file through the “Local” storage type:

If you choose “Feed (URL)” storage type

You can update the CSV file (created on cloud as a spreadsheet and saved as CSV file if needed offline):

When you choose “Google Drive” as a storage type

You can sign in via google account, enter your email address and click the “next” button in order to connect.

Upload your CSV file to a FTP / SFTP server:

First, you need to create a link to the CSV file on your FTP / SFTP Server:

1. Please make sure that your CSV file meets the requirements. For example, the CSV file needs to be comma (,), semicolon (;) or tab separated and include a header row. Also make sure that your file doesn’t include any other information than the headers and the values below (such as descriptive lines of text in the first rows or totals at the bottom row). If so, remove these rows before saving the file to your FTP / SFTP server.

2. Upload your CSV file to your FTP / SFTP server.

3. To directly link this CSV to Syncspider you will need to generate a URL using the following information:

a) Username: The name of a user that can access the file on your server.

b) Password: The user password for authentication.

c) Port: This is the port number used to access the FTP / SFTP server. In case you haven’t defined a port number for your server use the default port 22 for SFTP and port 21 for FTP.

Storage type “SyncSpider SFTP” is publicly available to select, but it can only be used according to your Syncspider plan:

Choose one of the Storage Types and click Finish!

Custom CSV is just one of the tools we support!

To check the list of the tools and features we support please click here!

If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 

We develop integrations based on the requests and up-votes :) 

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!