Quick explainer video:
https://app.supademo.com/demo/cly3zo9jk0as2mb30uoj5afvv?preview=true
Manual CSV uploads are an integral part of Compass's value proposition—they’re one of the most widely used methods for feeding data into the system, apart from integration.
When the user uploads the data (user/event), the Logs feature helps the end user to see the status of the corresponding upload in real time (uploading/ completed) with the number of records created/skipped once the upload completes.
There are 6 user data points for end users to see for themselves and monitor their uploads against them:
File Name
Upload Date
Uploaded By
Uploaded To
Records Created
Records Skipped
While the first 4 elements help maintain logs and information about uploads made in the past, ‘Records created’ and ‘Record Skipped’ help end users determine whether the corresponding upload was successful.
Understanding how logs work
As soon as the user uploads a file in a corresponding event/user template, a corresponding record is added at the top of the Logs page/table stating the status of the upload as ‘Processing’ under Records created (please see screenshot below for reference):
A successful upload is indicated by the expected number of records under ‘Records Created’ and zero under ‘Records Skipped’.
The number of record(s) that fail to upload can be viewed under the ‘Records Skipped’ column. By downloading the CSV file by clicking on the download button next to this number, we can view these records and the reason for the failure as the error message in the last column of the downloaded CSV.
The expectation/next step is to fix these errors and reupload the file for the complete data upload.
Example Use Case
In the below example, two records are being uploaded but one has a different date format than what is expected in the template (dd-mm-yyyy)
Based on the error message in the last column of downloaded error file from Compass, the end user is expected to make the rectification and upload the same file: