Uploading Data Into LTV Numbers

Optionally enrich your LTV Numbers account with payment or contact data, typically exported from your sales platform or CRM and often in CSV format

Last updated 2 years ago

Prepare Your File

Before exporting payment or contact data from your sales platform or CRM, filter the data to only the desired data you wish to include in LTV Numbers

Note: an example of desired data is successful payments. Examples of undesired data are be payments already in LTV Numbers or failed payments
Note: this process can also be done manually by deleting rows of data

Export the file and save it to your computer

Note: if you have the option, choose CSV format for the file format and UTC for the time zone

Check the file to make sure it contains the information you want to include in LTV Numbers

For the analysis, you should assign as many fields as possible. So if your file does not contain some information, consider adding it manually

Upload Your File

In the LTV Numbers side navigation bar, click "Upload" to get to the Data Uploader

Click the "Choose File" button

Select your file and click Next

Note: if you have multiple files of the same format, you can multiselect them to upload them all at once. Ensure each file is the same data type. Do not select files for payments and contacts for different platforms all at once.

Select the data type that matches your file in the Data Format selector, then click Next

Note: for advanced users with non-standard data formats, follow these instructions on . Or select it in the Data Format selector if you've already created one.

Ensure you selected the correct data format, then click Upload to begin the upload process for your file

Optional: Repeat this process for any additional data types you need to upload

Prepare Your File