CSV Incoming Integration in Console

Brief Overview

Use the Data Integration Center in the Console to manually import user data into WalkMe by uploading a local CSV file. Once imported, the data can be used to enrich user profiles, segment content, and personalize the user experience. This integration is ideal for one-time or occasional updates and does not support scheduling.

How It Works

How to set up a CSV incoming integration

1. Navigate to the Data Integrations page in the console

2. Click Create Integration in the top-right corner

3. A modal will open with the option to choose the integration type

4. Click the Data In tile

5. Select CSV from the Connection Type from the dropdown menu

6. Click Continue to Setup

7. You'll be taken to the Create Incoming CSV Integration page, which includes three steps:

   1. File & Name

   2. Map Columns

File & Name

1. Enter a descriptive name to help you identify this integration in the Data Integration list

2. Select the WalkMe system the imported data will apply to

3. Drag and drop your CSV file or click Upload to browse your computer

   1. File format: .csv

   2. Max file size: 10MB

   3. The first row must contain column headers

4. Click Next

Map Columns

After the upload, WalkMe will display a preview of your data

1. Select the column from the file that uniquely identifies each user

   1. For example: email, user_id

2. Choose the unique user identifier property

   1. This is the WalkMe property to map the identifier to

      1. For example: WalkMe EndUser ID

   2.  The system will display a list of all available columns in your file

      1. For each column, you can:

         1. Select or deselect the column

         2. Rename the property for clarity

         3. Assign a data type (String, Number, Date)

4. Click Save