Uploading data: how to?
Once your CSV file is ready, uploading is a breeze. Click Data upload on the left menu bar, and look for the section that says “Drag the data file to this area to upload” on the Data upload page that appears.
❗ First upload the person's data before you can upload details about their transactions. You can't upload transactions for a person who doesn't exist in the system.
⚖️ Maximum file size you can upload is 100MB.
Just drop the file into the area highlighted in orange above, or click there to select a file from your computer.
❗️ The file you use to upload the data must have a .csv extension in its filename.
Then, select the appropriate Data type contained in the file, as well as the relevant value separator. You will be able to see a small window of first 10 rows of data as a preview.
Once you click Upload, the newly uploaded CSV file appears in the list of upload history, together with the date and status Queued.
Now Salv's system will process the file. Depending on the size of the file, this can take a couple of seconds or a little longer. To see whether the system was able to read the contents of the file successfully, you'll need to refresh the page.
CSV data upload is composed of validation and upload phases. You can read more about it in the API documentation.
If the upload was successful, the status column will now read as Completed, and you can now access the new data on Salv.
If there was a problem with the upload, the status column will read as Failed (look at the screenshot above). By clicking on View, you’ll be able to see some details why the upload failed (see below screenshot).
👯 While the system is processing the file, you can already upload the next file — but only one! The system can process a maximum of 2 files with status Queued at any one time.
Different data types
Person - you can read more about it here
Transaction - you can read more about it here
Transaction update - it is possible to update Transaction's status and add new attributes via UI - you can read more about it here
Custom list record and Custom list record relation - you can bulk-add Custom list records through UI using CSV files - you can read more about it here
Different upload types handle existing records differently. Here is how each one works:
Person upload
Updates existing persons: upload does not fail if the person already exists.
Works as a full replace (PUT-like): every row replaces the entire person record.
Missing/empty fields in the CSV become null in Salv.
Only person attributes are updated (alerts/transactions are not changed).
Changes may indirectly trigger new alerts, but existing ones are not modified.
Transaction upload
Fails if the transaction already exists.
Used only to create new transactions.
Does not update existing transactions.
Transaction update upload
Updates existing transactions only.
Works as a merge (PATCH-like):
status can be overridden;
new attributes can be added;
existing attributes (except status) are not overridden.