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Back to Learn
KnowledgeLayer 1Input & Capture

Ingestion Patterns

Someone emails you a spreadsheet. You manually copy-paste it into your CRM. Two hours later, someone else emails you an updated version.

A customer fills out a form on your website. You export the CSV, clean up the formatting, and upload it somewhere else.

Your sales team takes notes in one app, your support team in another. Every Monday someone spends half the day reconciling them.

Data should flow in once and go where it needs to go automatically.

11 min read
beginner
Relevant If You're
Receiving data from multiple sources (forms, files, emails)
Eliminating manual data entry and copy-paste
Getting clean data into your systems reliably

GATEWAY COMPONENT - Every automation starts with data coming in. This is how you control that flow.

Where This Sits

Category 1.1: Input & Capture

1
Layer 1

Data Infrastructure

Triggers (Event-based)Triggers (Time-based)Triggers (Condition-based)Listeners/WatchersIngestion PatternsOCR/Document ParsingEmail ParsingWeb Scraping
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What It Is

The front door for your data

Ingestion is how data gets into your systems. A form submission. A file upload. An API call from another system. A bulk import from a spreadsheet. Each is an ingestion pattern - a way to capture data at the boundary of your system.

The pattern you choose determines everything that follows. Forms give you structured data immediately. File uploads need parsing. Webhooks need validation. Bulk imports need conflict resolution. Pick the right pattern for the right source.

Most data problems aren't storage problems or processing problems - they're ingestion problems. Garbage in, garbage out. Control the entry point, control the quality.

The Lego Block Principle

Ingestion patterns solve a universal problem: how do you get data from the messy outside world into the structured inside of your systems without losing or corrupting anything?

The core pattern:

Receive → Validate → Transform → Store. Every ingestion pattern follows this sequence. The variation is in how each step is implemented: real-time vs batch, structured vs unstructured, user-initiated vs system-initiated.

Where else this applies:

Web forms - User types structured data, validation happens client and server-side.
File uploads - Parse the file format, extract rows or fields, validate each record.
API integrations - Receive JSON payloads, validate schema, map to internal format.
Bulk imports - Load thousands of rows, handle duplicates, report errors per-row.
Interactive: Import CSV Leads

Watch data quality degrade without proper validation

Choose a validation level and import 8 leads. See what makes it through. and what should have been caught.

Try it: Select a validation level and click "Import 8 Leads." Watch how different validation levels catch (or miss) data quality issues.
How It Works

Four ways data enters your systems

Forms & User Input

Structured data from people typing things

The simplest pattern. User fills out fields, you validate on submit, data lands in your database. Works great when you control the input format and can guide users with dropdowns, date pickers, and validation hints.

Cleanest data, immediate validation, user can fix errors
Requires a UI, limited to what users will type

File Uploads

Spreadsheets, CSVs, PDFs, images

User uploads a file, you parse it server-side. CSVs need column mapping. PDFs need OCR or extraction. Images might need AI processing. You're at the mercy of however they formatted their data.

Handles bulk data, works with existing formats
Messy formats, harder to validate, slower feedback

API Integrations

System-to-system data exchange

Another system pushes data to you via webhook or you pull from their API. The data arrives as JSON with (hopefully) a documented schema. You validate, transform to your internal format, and store.

Automated, real-time, no manual work
Dependent on external system reliability and format

Bulk Import / ETL

Moving large datasets in batches

Upload thousands of records at once from a data export, migration, or scheduled sync. Each row needs validation, duplicate checking, and error handling. Failed rows shouldn't stop the whole import.

Handles massive volumes, good for migrations
Slower feedback, complex error handling
Connection Explorer

"Process the 500 trade show leads by Monday"

Marketing returns with a messy spreadsheet of business cards. Half have typos, some are duplicates of existing contacts, and the format doesn't match your CRM. This flow ingests them cleanly: validated, deduplicated, and enriched. ready for sales outreach.

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Relational DB
REST APIs
Ingestion
You Are Here
Validation
Normalization
Enrichment
Entity Resolution
CRM Ready
Outcome
React Flow
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Foundation
Data Infrastructure
Intelligence
Outcome

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Upstream (Requires)

Databases (Relational)REST APIsWebhooks (Inbound)

Downstream (Enables)

Data MappingValidation/VerificationNormalization
Common Mistakes

What breaks when ingestion goes wrong

Don't skip validation to 'process faster'

You accept whatever data comes in because validation 'slows things down.' Now you have phone numbers in email fields, dates in three formats, and someone entered their life story in the 'company name' field. Good luck cleaning that up.

Instead: Validate at the boundary. Reject bad data early. It's cheaper to prevent than to fix.

Don't treat all sources the same

You built one ingestion pipeline and force everything through it. API data that's already structured goes through the same parsing as messy CSV uploads. Now you're either over-processing clean data or under-processing messy data.

Instead: Match the ingestion pattern to the source. APIs get different treatment than file uploads.

Don't fail silently on partial imports

Your bulk import processes 1,000 rows. 50 fail validation. You log the errors somewhere and move on. A month later someone asks why 50 customers are missing. The log file is gone.

Instead: Track every record. Show users exactly what failed and why. Make it easy to fix and retry.

Next Steps

Now that you understand ingestion patterns

You've learned how data enters your systems. The natural next step is understanding what happens immediately after - how raw input gets cleaned and validated before it can be used.

Recommended NextValidation/VerificationHow to check data meets requirements before processingContinue Learning