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Create qualification tasks from incoming conversion CSV files

Create qualification tasks from incoming conversion CSV files

Your conversion CSVs land with no context, leaving campaign managers unable to validate conversions. It creates a qualification task with the CSV attached so managers can act the same day.

Create qualification tasks from incoming conversion CSV files

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Overview

Daily conversion files often arrive without context, causing qualification delays and gaps in reporting. This flow turns each qualifying CSV into a prioritized task with the source file attached and parsed rows logged, so campaign managers can act the same day and keep daily reports accurate.

Create qualification tasks from incoming conversion CSV files