Data Overview
CSV is a flexible, format-agnostic source. The data you import depends entirely on the structure of your CSV file—there are no predefined entities or reports.
What you can import
Coupler.io treats your CSV as a flat table. Whatever columns and rows are in your CSV file will be imported as-is:
Columns — become the headers in your destination (or you can select specific columns)
Rows — all data rows are imported (or you can skip header rows if needed)
Data types — imported as text by default; formatting and type conversions happen in your destination
Metrics and dimensions
Since CSV is format-agnostic, there are no predefined metrics or dimensions. Your CSV might contain:
Time-series data — dates, timestamps, daily/weekly/monthly aggregates
Financial data — revenue, costs, margins, percentages
Operational data — IDs, names, categories, statuses, counts
Performance data — conversion rates, click-through rates, engagement metrics
Common use cases by role
Import campaign performance data, ad spend reports, and lead lists from marketing tools that export to CSV. Use Coupler.io to refresh your campaign dashboard in Google Sheets daily, then visualize with Looker Studio.
Automated CSV imports work great for pulling exported transaction logs, budget snapshots, and reconciliation data from accounting systems. Append data from multiple periods or accounts, then aggregate in your spreadsheet for monthly close reporting.
Pull time tracking data (e.g., Clockify), attendance records, or project schedules exported as CSV. Schedule daily refreshes to keep your team's capacity planning and billing sheets current.
Import pipeline snapshots, deal stage reports, and activity logs exported from CRM systems. Use Coupler.io to consolidate CSVs from multiple regions or time periods into a single source of truth.
Platform-specific notes
Google Drive CSVs — Use the "Get shareable link" option and ensure the file is publicly accessible. The link format is typically
https://drive.google.com/uc?export=download&id=FILE_IDAPI-based CSV exports — Some tools (e.g., Clockify, analytics platforms) offer CSV export via POST requests. You may need to include authentication headers or request parameters.
Large files — Google Sheets has a 10 million cell limit; if your CSV exceeds this, consider splitting into multiple flows or using BigQuery as a destination
CSV formatting — Ensure proper quote escaping and encoding (UTF-8 recommended); files with unescaped quotes may cause parsing errors
Scheduled refreshes — CSV imports are ideal for daily or weekly schedules; very frequent refreshes (every minute) may not be necessary if the source updates infrequently
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