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CSV Upload

plan support

Included in Essential plan and above.

To add a CSV file as a data source, click on the CSV Upload option in Connect an external data source section.

connect

Prerequisites​

  • CSV file size must be less than 40MB
  • CSV file should be properly formatted with headers
  • Supported file format: CSV

Upload CSV Files​

  1. Click the Upload button to select your CSV file(s)
  2. Wait for the upload to complete
  3. If the upload is successful, click Continue to proceed
  4. If there are any errors during upload, hover over the error icon to see details

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Review Data Models​

After successful upload, you'll see a list of data models created from your CSV files. Review the following for each model:

  • Model name
  • Field names and types

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If everything looks correct, click Continue to proceed to modeling.

Additional Operations​

Upload More Files​

To upload additional CSV files:

  1. Go to the modeling page
  2. Click the Upload button in the sidebar

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Override Existing CSV Files​

To replace an existing CSV file for a model:

  1. Go to the modeling page
  2. Click the More icon (⋮) on the model card
  3. Select Override CSV file
  4. Upload the new CSV file

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warning

Overriding a CSV file will replace the existing data. Make sure to back up any important data before proceeding.

Next Steps​

After setting up your CSV data source, you can:

  • Define relationships between models
  • Create calculated fields
  • Build dashboards
  • Query your data using natural language

See the Modeling documentation to learn more about working with your data models.