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Data

Schemas, sources, mappings, datasets — the data pipeline.

Project data schemas

A schema is the shape your templates and datasets agree on. Define it once, bind many templates.

Creating a schema

How to add a schema and its fields to a project.

Data sources

Where raw data enters the system: Excel, CSV, manual grids or a plugin.

Importing Excel and CSV

Upload a spreadsheet, pick a header row and preview the columns before committing.

Manual grid editor

Type values directly when there is no file to import.

Plugin-backed data sources

Plugins pull live data from external systems into the pipeline automatically.

What is a mapping?

A mapping says "this column in the data source fills that field in the schema".

Building a mapping

Step-by-step: pick a source, pick a schema, wire up the fields, preview the result.

Previewing and refreshing

Verify a mapping before you commit to it, and keep datasets in sync when the source changes.

Datasets

The resolved, ready-to-render data that a production supplies to its templates.

Creating a dataset

Steps to create either a manual or a mapped dataset.

Filters, sort and row limit

Trim and reshape a mapped dataset without touching the source or the mapping.

Manual vs mapped: which do I pick?

A quick decision guide.

Dataset assignments

Share a dataset with a specific user so they can edit its data without touching the template.