Create usage metric records from uploaded CSV files
Create usage metric records from uploaded CSV files
When usage CSVs land in SFTP, account records miss engagement context and managers lack outreach priority. Account teams see fresh metrics and can prioritize outreach within minutes.
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Overview
Files dropped into SFTP often leave account views stale and reps guessing which customers need attention. This flow turns each CSV into structured CRM usage records so account managers see fresh metrics and can act within minutes.