Creating A Custom Data Format
Create a custom data format and upload your contact or payment data CSV into LTV Numbers
- 1.In LTV Numbers' side menu, click "Upload" to get to the Data Uploader
- 2.Click the "Choose File" button and select your file(s with the same format)
- 3.Click "New" under Choose Format
- 4.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
- 5.Select the Data Type and click Add
- 6.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
- 7.Verify each field is assigned properly by checking the preview from your file. If the file preview is not enough, open your file.
- 8.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