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The Custom Data functionality allows you to import into the hub other types of data than just survey data. The data must be in the form of an .xlsx file, and once it is uploaded into the hub it can be used in Studio reports.
Examples of custom data include accounts information for companies that sell to other companies and organizations (Business to Business (B2B)), Salesforce data regarding a company’s sub contractors, revenue data, operational data, ticket data, marketing data, usage data, benchmark data, targets etc.
There is no requirement to create schemas or design tables before importing data as this is done automatically; the variables are created from the column headers in the file during data import.
The data types being imported from the .xlsx file (date, text, numeric, single etc.) are detected by the system, and the appropriate types of variables are then created in the table. You can change the variable types later if necessary.
The variable types and the data uploaded are validated, and any registered errors are highlighted. You can then correct the data or change the variable types to ensure the details are correct.
Once the data is uploaded, it cannot be changed within the table. If you want to edit the data you must make the required changes in the original .xlsx file and re-upload to the table.
Note: The data uploaded to a Custom Data table can only be used in Studio reports.