CSV import and templates

Upload any spend file: presets for common exports, templates for everything else.

How import works

  1. Open Connections → Import CSV and pick the preset matching your file (or Generic).
  2. Drop the file. Columns auto-match; confirm anything ambiguous in the mapping table.
  3. Import. Duplicate rows are skipped automatically. Re-uploading the same file is safe.

The two templates

ratelytics-single-source.csv: one provider per file; you pick the provider in the import dialog.

ratelytics-multi-source.csv: a provider column per row, so one file can carry OpenAI, Anthropic and Gemini rows together. The importer detects the column and splits events per provider.

Both templates are linked in the import dialog and downloadable from any CSV guide page.