Importing Excel and CSV

You need editor or admin access in the project.

Steps

1. Open the project, then Data sources → New data source.
2. Pick Excel or CSV.
3. Upload the file.
4. Review the preview — the first N rows are shown. Confirm the header row is right; adjust if the file has extra rows above the header.
5. Save.

The data source now contains the parsed rows and a list of columns. No mapping has run yet — the columns are just named strings.

Re-importing

From the data source page, click Re-upload to replace the content with a new file. All datasets derived from this source re-resolve automatically.

Tips

• Clean the source file before upload. Remove summary rows, merged cells and blank columns — they complicate mapping.
• Keep the header row stable. If column names change between uploads, mappings that relied on the old names need to be reviewed.
• Excel dates come through as ISO strings; CSV dates come through as whatever format the file contained. Both are parsed by the schema's date fields.