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Import - How To

How to import custom data in Billy Grace

Lily Mineur avatar
Written by Lily Mineur
Updated over 3 weeks ago

You can import custom data into Billy Grace to enrich your reporting with sources like offline media, offsite conversions, or order data. This guide will walk you through the setup process step-by-step, from selecting your data type to final validation and submission.

First navigate to the 'Integrations' page or directly to the 'Import Custom Data' page.

Want to know more about the types of custom imports we support?
See these specific guides:


Step 1: Set up your import

In the first step, you'll define what type of data you want to import and how you'll send it to us.

1.1 Name your import

Give your import a clear, recognizable name and a short description.

1.2 Choose your data type

Select one of the following data schemas based on what you’re importing:

  • TV / Radio Data – For offline media campaigns like TV or radio.

  • Online Media Data – For online media sources not natively supported by Billy Grace.

  • Offsite conversions – Events that don't happen on your website with Billy Grace.

  • Order Data – By syncing order data you will get extra metrics, such as new- and returning customers.

Each type requires slightly different formatting, more details in the linked articles above.

1.3 Choose your import method

You can share your data with us using one of two options:

Option 1: SFTP

If you choose SFTP, you'll be provided with secure credentials to upload your file.

Your credentials will include:

  • SFTP Host

  • Port

  • Protocol

  • Username

  • Password

Option 2: BigQuery

If you store data in BigQuery, you can connect by filling in the following fields:

  • Project

  • Dataset

  • Table

Please make sure the combination is valid, we’ll notify you if something is incorrect.


Step 2: Upload your file

Once your method is selected, you can download our CSV template tailored to your selected data type. Fill out the file using the example structure. Then:

  1. Upload your completed CSV file.

  2. Enter the filename into the field provided: this ensures we can track and match your data correctly.


Step 3: Validate your data

After uploading, we’ll run a real-time validation check.

  • Errors will be shown directly in the relevant cells.

  • When all entires are valid, everything will be marked green.

Common issues may include:

  • Missing required columns

  • Incorrect formats (e.g., invalid date or currency values)

  • Unrecognized field entries

Fix the issues in your CSV and re-upload if necessary.


Step 4: Review & Submit

You’ll be presented with a summary page that shows:

  • What data you’re about to import

  • Which method is used

  • A preview of the data

Double-check everything before hitting Create. Once submitted, you’ll see a confirmation screen.


You're done!

That’s it! Your custom import is now being processed and will be available for use within your Billy Grace dashboards the next day.

If there are any questions, feel free to reach out to support@billygrace.com.

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