Akita provides several ways to integrate your data. For data that resides in your internal systems, we recommend you integrate with Akita using our REST API. This will allow you to automatically keep data up-to-date in Akita. However, when getting started, it can be useful to make an initial upload of your Accounts and Contacts using data stored in a comma-separated values (CSV) file.
Creating Your CSV Files
You will need to create separate files for Accounts and Contacts. Each file can be a maximum of 2mb and 2000 rows. If your files exceed these limits, you can split them into multiple files.
For best results, pre-format your data as follows:
Boolean Values. Use 1 for "True" and 0 for "False". Leave the column empty if no value has been provided.
Date Values. Use the ISO8601 standard format YYYY-MM-DD.
For Account Files
Your upload must include the following columns:
Unique Identifier. This should be the property that identifies the Account in your system.
It must be the same Unique Identifier that is sent in API and Tracking Code requests or you will generate duplicate data.Name. You must include an Account Name column if you wish to create new records in Akita.
You can optionally include columns containing the following data that can be "mapped" to standard "system traits" in Akita:
Account Currency. Must be a valid 3-letter, all-capitals currency code.
Revenue. The revenue associated with the customer. Must be in cents. ($1.00 should be represented as 100).
Customer Start Date. The date the Account became a customer. Use the ISO8601 standard format YYYY-MM-DD.
Customer End (Churn) Date. The date the Account became a customer. Use the ISO8601 standard format YYYY-MM-DD.
Contract Start Date. The date the Account's current contract began. Use the ISO8601 standard format YYYY-MM-DD.
Contract End (Renewal) Date. The date the Account's contract ends and they will require a renewal. Use the ISO8601 standard format YYYY-MM-DD.
CSM-Provided Health Score. This should be provided as an integer: 1 (Poor), 2 (Fair), or 3 (good).
NPS. This should be provided as a number between -100 and 100 (do not use 0-10 here--this scale applies only to individual responses).
Each column in your upload will be include as an Account Trait accessible under "Akita API & Tracking Code".
For Contact Files
Your upload must include the following columns:
Unique Identifier. This should be the property that identifies the Contact in your system.
It must be the same Unique Identifier that is sent in API and Tracking Code requests or you will generate duplicate data.Contact Name. You must include either a First and Last or a Full Name (First + Last) if you wish to create new records in Akita.
You can optionally include columns containing the following data:
Email. The primary email of the contact.
NPS. The most recent NPS Survey result on a 0-10
Uploading Your CSV File
The system will guide you through the process uploading your file here. You will be asked to provide the value identified above.