Integration · 7 min read

CSV Import integration guide

CSV Import connects supported migration tools workflows to LucidCP. Use this checklist to configure, link and validate the module before production traffic.

Verified against the current LucidCP interface
Modules & Gateways screen used to configure CSV Import in LucidCP
Step 1 — Open Modules & Gateways in the English admin workspace and select CSV Import.
Customers screen used to connect CSV Import in LucidCP
Step 2 — Map the saved CSV Import connection to the relevant workflow from Customers.
01

Procedure

Step-by-step

  1. 01

    Prepare the provider account

    Confirm that your CSV Import account is active and create read-only source database or API access wherever possible. Use a test or sandbox environment when the provider offers one.

    CSV Import configuration in the real LucidCP interface
    Step 1 of 7 · Open System → Data Migration in the real admin workspace.Select the preview to inspect the full-resolution interface.
  2. 02

    Open the configuration area

    Go to Admin → System → Data Migration and select CSV Import.

    CSV Import configuration in the real LucidCP interface
    Step 2 of 7 · Choose the source platform or CSV import path.Select the preview to inspect the full-resolution interface.
  3. 03

    Enter and protect credentials

    Copy values exactly, keep TLS verification enabled and never place production secrets in screenshots, tickets or browser-side code.

    CSV Import configuration in the real LucidCP interface
    Step 3 of 7 · Enter the source connection or upload mapping details.Select the preview to inspect the full-resolution interface.
  4. 04

    Test the connection

    Use LucidCP’s connection test where available. Resolve authentication, network or permission errors before linking the integration.

    CSV Import configuration in the real LucidCP interface
    Step 4 of 7 · Run the dry-run and inspect the validation result before importing.Select the preview to inspect the full-resolution interface.
  5. 05

    Connect the workflow

    Associate the records and date range included in the migration. Save the configuration and re-open it to verify the selected mapping.

    CSV Import configuration in the real LucidCP interface
    Step 5 of 7 · Check imported customer records and their relationships.Select the preview to inspect the full-resolution interface.
  6. 06

    Run acceptance checks

    Perform a dry run followed by record-count and spot checks. Confirm both the LucidCP record and the provider-side result.

    CSV Import configuration in the real LucidCP interface
    Step 6 of 7 · Spot-check an imported service from the customer workspace.Select the preview to inspect the full-resolution interface.
  7. 07

    Monitor after launch

    Review activity logs, module queue, failed jobs and provider logs during the first production transactions.

    CSV Import configuration in the real LucidCP interface
    Step 7 of 7 · Use the activity log to audit the completed migration.Select the preview to inspect the full-resolution interface.
02

Checklist

Best practices

  • Start with the smallest API permission set and expand only when a documented action requires it.
  • Rotate provider credentials regularly and immediately after a suspected leak.
03

Reference

Module details

Integration
CSV Import
Category
Migration Tools
Availability
Included with licence
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