Data tables overview
A data table is where source data lives: leads for outreach, or call rows for analysis. Think of it as a managed spreadsheet inside the project.
CXGear separates:
| Place | What you see |
|---|---|
| Data tables | Source rows (import, append, browse) |
| Records | Outcomes after a spinner runs |
That split keeps operations focused on results, while data teams can still inspect the full import.
Screenshot needed
Data tables list with actions (Import / Append / Metadata / Show data).
Where: Project → Data tables
Save as:
src/assets/screenshots/05-data-tables.pngWhat you can do
Section titled “What you can do”- Create a table and give it a clear name.
- Import a CSV (first load) or Append more rows with the same columns.
- Set Metadata fields — the only columns that enter spinners.
- Show data under the list (paginated) to verify rows.
- Configure an ingest webhook so a CRM can push rows automatically.
Column rules
Section titled “Column rules”- First import defines the column structure.
- Append requires the same columns; mismatched files are rejected.
- Metadata is a subset of those columns, chosen by you.