Old client lists
Bring in a client list from a system your team no longer uses, so past relationships show up when you work an account.
Go Fig + CSV Upload
Upload a spreadsheet or export to Go Fig so an account list, rate card, or old client file sits next to your deals.
Key facts
What you can do with CSV Upload in Go Fig
Some of what you need to work a deal lives in a file, not a tool. A client list from an old system, a rate card, or a territory list can all be uploaded. Go Fig takes Excel, CSV, TSV, JSON, and Parquet files and keeps them with the rest of your data. Celeste, Go Fig's AI analyst, can then answer questions using the file alongside your pipeline.
Rate cards and price lists
Upload the rate card so the numbers you quote sit next to the deal you are working.
Territory and account assignments
Upload who owns which accounts so questions about your book come back with the right owner.
What Go Fig reads from CSV Upload
How to connect CSV Upload
Export or save the file
Save the data as Excel, CSV, TSV, JSON, or Parquet. Keep one header row at the top so each column has a clear name.
Upload it to Go Fig
Upload the file in Go Fig. Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
Check it in Go Fig
Look over the columns and a few rows to confirm the file came through the way you expected.
Upload again when it changes
An upload does not refresh on its own. When the file changes, upload the new version. If the data changes often, the Google Sheets connection keeps it current on a schedule instead.
Questions about Go Fig + CSV Upload
What kinds of files can I upload?
Excel, CSV, TSV, JSON, and Parquet files.
Does an uploaded file update on its own?
No. A file stays as it was when you uploaded it. When the data changes, upload the new file.
Can Celeste use my file together with the CRM?
Yes. Once the file is uploaded, Celeste can answer questions using it alongside your deals and accounts.
Where is the uploaded file kept?
Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
What if the spreadsheet changes every week?
Keep it in Google Sheets and connect that instead. Google Sheets updates on a schedule, so you don't have to upload a new file each time.
Ready to connect CSV Upload?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.