docs(audiences): document CSV import flow and Auto-map button#1601
Merged
george-dilthey merged 1 commit intoJul 16, 2026
Conversation
Commit dd4bc455 added Auto-map to the Audiences CSV import wizard field mapping step. This PR documents the CSV import flow for the first time, including the Auto-map button, and adds CSV to the supported sources list.
george-dilthey
marked this pull request as ready for review
July 16, 2026 21:56
Contributor
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
What changed
Added a
### Importing from CSVsection todocs/audiences.mdand addedCSVto the bullet list of supported import sources. The new section documents the Audiences CSV import wizard flow, including the Auto-map button now available in the field mapping step.Why
This deploy (
clay-run/clay-basee7bddc8...0adc33e— https://github.com/clay-run/clay-base/actions/runs/29520336392) includes commitdd4bc455(feat(audiences): Add automap to CSV imports + update some UI), which adds Auto-map support to the CSV import field mapping step in Audiences. TheFieldMappingHeadercomponent now acceptsAudienceImportSourceType.Csvin its supported source types, making the Auto-map button available when mapping CSV columns to Audience fields.The
audiences.mddoc mentioned CSV import in its plan availability section ("Launch workspaces can import via CSV") but had no instructions for how to do it — the### Importing your datasection listed Snowflake, BigQuery, Salesforce, and HubSpot as import sources but omitted CSV entirely. This PR fills that gap and ensures the Auto-map capability is documented.None of the 10 existing open PRs on
audiences.mdadd a CSV import section: PRs #1587, #1585, #1582, #1569, #1558, #1550 (CSV export), #1547, #1528, #1507, and #1485 (Databricks import) all address unrelated gaps.Source link(s)
FieldMappingHeader.tsx:23-30—AudienceImportSourceType.Csvin the union that renders the Auto-map button;AudiencesCsvImportMappingStepPreview.tsx:127-132—<FieldMappingHeader importSourceType={AudienceImportSourceType.Csv} onAutofill={handleAutofill} />confirms button is wired in the CSV mapping wizard step;useAudienceImportSourceSections.ts:152-165— CSV has no Eppo flag filter (unlike Bigquery, Databricks, Gong);plan.ts:165—EnableAudiencesGA: trueon Launch plan.Uncertainties
None. The claim is PASS-verified by the Docsbot Verifier subagent with direct code evidence.
Related observations
c975ae6d(feat(connections): open resources column to non-admins) opens the Resources column inSettings → Connectionsto all workspace members (previously admin-only). Theaccess-settings-for-connections.mddoc doesn't mention this column, so no existing doc content is wrong. Worth a follow-up if the feature becomes more prominent.audiences.mdadding a Databricks import section. Reviewers should merge carefully to avoid conflicts in the## Importing your datasection (both PRs add items to the same bullet list and insert new###sections).Confidence: high
Closes DOC-1202