Chase Import - Uploading into Chaser

In this article, we will cover how you can upload information into Chaser via the Chase Import feature.

To upload your CSV files into Chaser, there are two options. 

  1. Either you can set up an SFTP server and then connect that to Chaser, you can follow instructions on how to connect the server to Chaser here: 
  2. Alternatively, Chaser can set up import pages for you where you can drag and drop the CSV files onto.

 

Using your own SFTP server


If you are using your own SFTP server, then you will need to upload your CSV files in this format into your SFTP server. 


Please note that the data will need to be in the exact format provided, otherwise Chaser will not be able to sync with the SFTP. 


Once you have uploaded the data into the SFTP, Chaser will sync with the SFTP before your next chase and pull the updated data into Chaser. If you would like to sync before then, you can log in to your Chaser account and click ‘Sync Now’ at any time. 


After you sync your SFTP with Chaser, if there are any errors with the file that you have uploaded, then you will receive an email to your inbox detailing what those errors are. 


Using an import form


If you have decided to go with the option of Chaser creating import form for you, then you will be provided with an import form for each CSV file that you are uploading to Chaser (this would be for each dataset that you would like to import).


If you haven’t received your forms yet, then please contact your Account Executive or support@chaserhq.com.


Once you have uploaded the data via the import form, Chaser will sync before your next chase and pull the updated data into Chaser. If you would like to sync before then, you can log in to your Chaser account and click ‘Sync Now’ at any time. 


After you sync your data with Chaser, if there are any errors with the file that you have uploaded, then you will receive an email to your inbox detailing what those errors are. 



Need additional support?

For any more questions on Chase Import, please get in touch on support@chaserhq.com or message us on live chat, we would be happy to help.