Prepare CSV or JSON Files for Endpoints

Before sending lead data to WhatConverts through endpoints, you need to format your data correctly. This guide explains how to prepare CSV or JSON files that WhatConverts can process successfully.

Download the Template

WhatConverts provides templates to help you format your data correctly:

1. In your WhatConverts profile, select "Tracking", then "Integrations".
2. Choose "Automations", and under the Endpoints Panel, select "Connect".
3. Click "Add Endpoint" and select your file format (CSV or JSON).
4. Download the provided template for your chosen format. This can be done in two ways:
   1. Download the template while creating the Endpoint

   

   2. Download the template using the download icon on the Endpoints page

   

CSV File Requirements

Mandatory Fields

Every CSV file must include these two columns, or the file cannot be processed:

• Profile ID: The WhatConverts Profile ID where the leads should be imported
• Date: The date the lead occurred, formatted as YYYY-MM-DD
  • Date formatting uses UTC If you want to specify Time, then use this format: YYYY-MM-DDT00:00:00Z

Optional Standard Fields

The CSV template includes these optional columns you can populate:

• Lead ID, Email Address, Phone Number
• Source, Medium, Campaign, Content, Keyword
• Quote Value, Sales Value, Spotted Keywords, Lead Score, Quotable
• IP, GCLID, MSCLKID, FBCLID, FBPID
• Lead Page, Landing Page, Operating System, Browser, Device Type, Device Make
• Number Name, Tracking Number, Destination Number
• Caller Name, Caller City, Caller Zip, Caller State, Caller Country
• Duration (Seconds), Answer Status, Line Type
• Call Transcription, Voicemail Transcription, Message
• Form Name, Category, Action, Label
• Order ID, Tax, Shipping
• Sender Name, Subject, Message

Add Custom Fields to CSV

To add custom fields beyond the standard columns, use this format:

[additional_field]NameOfField

For example, if you want to add a custom field called "Lead Source Detail", your column header would be:

[additional_field]Lead Source Detail

JSON File Requirements

Mandatory Fields

Every JSON object must include:

• profile_id: The WhatConverts Profile ID
• date: The lead date in YYYY-MM-DD format

Add Custom Fields to JSON

To include additional fields in JSON format, add an additional_fields object:

{
  "profile_id": "12345",
  "date": "2024-01-15",
  "email_address": "example@email.com",
  "additional_fields": {
    "FieldName": "EnterValue",
    "Lead Source Detail": "Google Organic Search"
  }
}

File Preparation Checklist

Before uploading your file, verify:

• Profile ID is included and correct
• Date column uses YYYY-MM-DD format
• All custom fields use the proper naming convention
• Data is complete and formatted consistently
• File is saved in the correct format (CSV or JSON)

Common Formatting Mistakes

Avoid these common errors:

• Using incorrect date formats (like MM/DD/YYYY or DD-MM-YYYY)
• Missing the Profile ID column
• Forgetting the [additional_field] prefix for custom columns in CSV
• Including special characters that break CSV formatting

Related Topics

• What are Endpoints?
• Configure Rules for Endpoints
• Send Data to WhatConverts with Endpoints
• Use Endpoints