1. Overview

• Definition: The Upload File Connector provides a centralized overview of all files you’ve uploaded, letting you track the number of successful and failed rows and the result file for each upload.
• Value: Track your upload history, including upload time, who performed the upload, the source file, mapping history, and the upload result.
• Users: Business operations staff, System Admin.

2. Terminology & Configuration Parameters

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3. Prerequisites

• Permissions: To view detailed Upload File Connector reports, your Mobio account must have the INTEGRATION RBAC permission. See the RBAC permissions guide.
• Access Path: Go to Settings → Data Sync → Data Flow → Data Source.

4. Step-by-step instructions

• You don’t need to create a connector in Data Flow manually. Mobio automatically logs and updates the report after you upload or import a file.
• Mobio supports importing data through Upload File for the following entities: Profile, Account, Oppty/Deal, Ticket, and Task.
  • Upload Profile
  • Upload Account
  • Upload Oppty/Deal
  • Upload Ticket
  • Upload Task

5. Operational Rules

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6. Frequently Asked Questions (FAQ)

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7. Next Steps

Upload File Connector Report