Upload files

In order to extend your data set with us directly we provide you with the option to upload files. These files are processed to enhance our data models and improve the accuracy of visualizations and insights available through our analytics tools. This option also gives ability to share files that are specifically needed in order to run our reconciliation product for you.

You can upload files in the following ways

• Upload files programmatically using our FileUpload API
• Upload files through the Portal view (coming soon)

Structure Overview

The following structure of files is supported: https://docs.payrails.com/docs/transactions#/

Currently data files of the format CSV limited to 5GB per file are supported. The file should contain the headers as set in the transactions docs.

Upload files via API - How It Works

1. Request an Upload URL

   Use the https://{ base url}/analytics/files/upload endpoint to request a temporary, pre-signed URL. This URL allows you to securely upload your file directly to storage.

2. Upload Your File

   Send your data file (currently CSV only, up to 5 GB) to the returned pre-signed URL using an HTTP PUT request.
   The URL expires automatically after a set time (1 hr).

3. Processing & Validation

   After upload, the system validates and processes your file in the background.

4. Check File Status

   Use GET /analytics/files/{id} to retrieve file details, current processing status, and any available import statistics.
   You can monitor progress and status using the file ID.

5. Data Integration & Visualization

   Once processing is complete, your data is merged into our analytics engine to power dashboards and performance insights.

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Information Files that contain a lot of data may take a while to upload.