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Viewing source data

After you import or append contacts (or call rows), you often need to check that the file landed correctly — column names, phone formats, row counts. CXGear shows that source data on the Data tables page, not on Records.

Source data vs Records

Section titled “Source data vs Records”
PlaceWhat you are looking at
Data tables → Show dataRaw / source rows you imported or ingested
RecordsOutcomes after a spinner runs (disposition, AI text, timing)

If you open Records expecting your full CSV, you will be confused. Records only appear after jobs process rows, and they focus on results for operations — not every column from the import.

This split keeps ops screens fast and focused while data teams can still inspect the full table.

How to show data

Section titled “How to show data”
  1. Open the project.
  2. Go to Data tables.
  3. Find the table that already has data (after Import or Append).
  4. Click Show data.

A preview panel opens below the list (not in a separate page and not on Records). Click Hide data to close it.

Screenshot needed
Data tables list with Show data active and a paginated grid of rows below the list.
Where: Project → Data tables → Show data
Save as: src/assets/screenshots/35-show-data.png

Pagination

Section titled “Pagination”

Large tables do not load every row at once. Use the pagination controls in the preview panel to move page by page. That keeps the browser responsive when you have thousands of contacts.

Tips:

  • Spot-check the first page after import (headers and sample values)
  • Jump toward the last pages if you appended and want to confirm new rows
  • Fix bad files with a corrected Append or a fresh table — do not expect Records to “fix” source data

What you should verify

Section titled “What you should verify”

Before you publish a spinner:

  1. Row count looks right
  2. Phone / email columns are populated
  3. Metadata fields are set so only the columns automation needs enter the pipeline (see Metadata fields)

Columns that are not metadata still appear in Show data, but spinners will not see them.

Success looks like

Section titled “Success looks like”
  • Show data opens a grid under the tables list
  • You can page through rows without leaving Data tables
  • Records stays empty (or only shows prior runs) until you run a spinner
  • After a run, Records shows outcomes while Show data still shows the original source rows

Common problems

Section titled “Common problems”
SymptomLikely causeWhat to do
No Show data buttonTable has no rows yetImport or append first
Looking on Records for the CSVWrong pageUse Data tables → Show data
Spinner cannot see a columnColumn not selected as metadataOpen Metadata and include it
Append rejectedColumn mismatch with first importMatch headers exactly

Next

Section titled “Next”