Skip to main content

​
Overview

If your ticketing platform has no API or webhook support, export your tickets as CSV and upload to Fincelo. Works with any platform that can produce a table of data.

​
Supported Platforms (CSV Export)

​
How to Import

  1. Fincelo → Intelligence → Support → Import from CSV
  2. Select your platform (shows export instructions for each)
  3. Upload CSV file (drag and drop or browse, max 10MB)
  4. Fincelo auto-detects column names — works with any naming convention
  5. Review column mapping — adjust if needed
  6. Preview first 5 rows
  7. Click Start Import

​
Column Auto-Detection

Fincelo recognises column names across all major platforms automatically: If a column isn’t detected automatically, map it manually in the mapping interface.

​
After Import

Once imported:
  • AI sentiment analysis runs automatically on all tickets
  • Customers are matched to Fincelo records by email domain
  • Churn predictor updated for matched customers
  • CFO morning brief updated
  • Customer playbooks generated for at-risk accounts

​
Deduplication

If you import the same CSV twice, Fincelo uses the Ticket ID to skip already-imported records. Safe to re-import without creating duplicates.

​
Download Sample Template

Not sure about the format? Download Fincelo’s sample CSV template: Intelligence → Support → Import from CSV → Download sample template The template includes all supported columns with example data.