CSV import

CSV is the universal fallback. Any tenant can pilot Liftrr using CSV alone, even without a connected integration.

Templates

Templates are provided per source object type (e.g. members, payments, visits, classes). Use these as the starting point — column names matter and unexpected columns are ignored rather than guessed.

Preview before import

Every CSV first uploads as a preview. Preview rows are stored alongside accepted and rejected counts. Operators can inspect rejected rows and fix the source file before committing the import.

Raw first

On import, raw rows are persisted into raw_source_records before any normalisation. This means a bad mapping can always be re-derived from the original input without re-uploading.

Import history

Every import is recorded with status (preview, imported,failed, cancelled) and row counts. History is visible on the tenant integrations page and to SaaS admins in the sync console.

Pilot enough?

Yes. A CSV-only pilot can deliver enough dashboard data to be useful, as long as the imported entities cover the pipeline (leads, trials, memberships, visits, revenue) and mappings are approved.