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Ingest Actuals
Is there a way to take a daily CSV file to ingest API Actuals into Clari?
pnguyenAnswer
Salesloft Employee
March 20, 2023
Great question Larissa!
Although we don’t currently have an API for this, there are two methods that come to mind
- Leverage a quota type column
- Today you’re likely leveraging a CSV upload via Clari Studio to upload quota values into Clari’s Forecasting module. Use this same functionality but instead create an “actuals” quota column to direct your CSV upload values to
- Ingestion capabilities
- Clari does have ingestion capabilities via a data warehouse (ie. Postgres or Snowflake)
- This method would rely on your team to set up a data warehouse with the relevant data where Clari can ingest data from into Clari’s Forecasting module
- To learn more about this, please raise your inquiry with your CSM and we can discuss this in further detail!