Configure CSV

About

CSV files are essentially digital spreadsheets that let you easily import, export, and manage data. They make life simpler by allowing data transfer between different systems without complicated integrations, saving you from headaches during data migrations or reporting.

To integrate CSV with RevSure:

1. Select CSV on the Add Datasource page.

2. On the Configure CSV page, enter the Connection Name.
   Give a unique name to your instance.

   

3. Select the System from the drop-down and upload the .csv files for the above c

4. Select the Start Date for your CSV integration.

5. Set the Sync Frequency. This determines how often RevSure will connect to CSV to replicate new data. The duration of replication may vary depending on the available data. By default the sync frequency is set to Daily.

6. Click the Sync Frequency dropdown list to change the settings. Set how often you want to sync the historical data:

7. Repeat: Select the frequency of syncing the data - Every 6 hours / Every 12 hours / Daily

   

   If you select Daily Sync:
   ⦁At: Select the time you want to sync the data.
   

8. After setting sync frequency, set the time zone for the time at which the sync should occur
   

   

9. Click Connect.
   

   

   10. Click Connect to establish the Connection.