Import & append
Import (first load)
Section titled “Import (first load)”Use Import when the table is empty (or you intend a fresh structure).
- Open Data tables.
- Choose Import on the table.
- Select a CSV file.
- Confirm the upload finishes without errors.
- Click Show data and verify a few rows.
The first import defines the column schema. Later files must match.
Append
Section titled “Append”Use Append when the table already has rows and you want to add more contacts or calls.
- Choose Append.
- Upload a CSV with the same columns as before.
- If columns differ, CXGear rejects the file with a schema error — fix the file and try again.
Append never silently invents new columns. That protects spinners that expect a stable set of fields.
After loading data
Section titled “After loading data”Always configure Metadata fields before running a spinner. Otherwise the pipeline may receive every column (if metadata was never set) or the wrong subset.