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docs(audiences): document CSV import flow and Auto-map button#1601

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george-dilthey merged 1 commit into
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docsbot/doc-1202-product-update-0716-ac28c124
Jul 16, 2026
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docs(audiences): document CSV import flow and Auto-map button#1601
george-dilthey merged 1 commit into
mainfrom
docsbot/doc-1202-product-update-0716-ac28c124

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What changed

Added a ### Importing from CSV section to docs/audiences.md and added CSV to 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-base e7bddc8...0adc33ehttps://github.com/clay-run/clay-base/actions/runs/29520336392) includes commit dd4bc455 (feat(audiences): Add automap to CSV imports + update some UI), which adds Auto-map support to the CSV import field mapping step in Audiences. The FieldMappingHeader component now accepts AudienceImportSourceType.Csv in its supported source types, making the Auto-map button available when mapping CSV columns to Audience fields.

The audiences.md doc 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 data section 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.md add a CSV import section: PRs #1587, #1585, #1582, #1569, #1558, #1550 (CSV export), #1547, #1528, #1507, and #1485 (Databricks import) all address unrelated gaps.

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Uncertainties

None. The claim is PASS-verified by the Docsbot Verifier subagent with direct code evidence.

Related observations

  • Commit c975ae6d (feat(connections): open resources column to non-admins) opens the Resources column in Settings → Connections to all workspace members (previously admin-only). The access-settings-for-connections.md doc doesn't mention this column, so no existing doc content is wrong. Worth a follow-up if the feature becomes more prominent.
  • PR docs(audiences): add Databricks as beta import source #1485 is also open on audiences.md adding a Databricks import section. Reviewers should merge carefully to avoid conflicts in the ## Importing your data section (both PRs add items to the same bullet list and insert new ### sections).

Confidence: high

Closes DOC-1202

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
george-dilthey marked this pull request as ready for review July 16, 2026 21:56
@linear-code

linear-code Bot commented Jul 16, 2026

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DOC-1202

@george-dilthey
george-dilthey merged commit ed249ce into main Jul 16, 2026
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