Creating A Custom Data Format
Create a custom data format and upload your contact or payment data CSV into LTV Numbers
In LTV Numbers' side menu, click "Upload" to get to the Data Uploader
Click the "Choose File" button and select your file(s with the same format)
Click "New" under Choose Format
Enter a clear and descriptive name for your data format by including relevant identifying information such as the platform name, data type (contact or payment), and the purpose of this custom format
Select the Data Type and click Add
For each relevant section, assign the data from your file to the field in LTV Numbers
E.g. assign the Date Created in your file to the CONTACT Created Datetime in LTV Numbers
Verify each field is assigned properly by checking the preview from your file. If the file preview is not enough, open your file.
Click Save and Next to save your custom data format and begin the upload process for your file
Note: this process may take some time to complete
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