Import Methods
File Upload
CSV, Excel, JSON files up to 100MB
API Integration
Real-time data import via REST API
Database Connection
PostgreSQL, MySQL, SQL Server, Oracle, MongoDB
Third-Party
Google Sheets, Airtable, webhooks
File Upload
Navigate to your dataset → Import Data → File Upload.Supported Formats
CSV: Best for structured data. UTF-8 encoding recommended, 100MB limit. Excel: .xlsx/.xls files, multiple sheets supported, formulas converted to values. JSON: Array of objects or line-delimited JSON, automatic schema detection.Upload Process
- Select File: Browse or drag-and-drop your file
- Configure: System detects headers, delimiters, and encoding automatically
- Map Columns: Match file columns to dataset columns, create new columns if needed
- Handle Issues: System flags missing headers, type mismatches, duplicates, invalid dates
- Choose Import Mode:
- Append: Add to existing data
- Replace: Replace all data
- Update: Update existing records by key column
- Execute Import: Review summary and start processing
Best Practices
File Preparation: Use clean headers, consistent formatting, UTF-8 encoding, remove empty rows. Large Files: Split files over 100MB, remove unnecessary columns, test with sample first.API Integration
Use the REST API for real-time or automated imports.Setup
- Get API Key: Workspace Settings → API Keys → Create with
datasets:writepermission - Use Endpoint:
POST /api/v1/workspaces/{workspace_id}/datasets/{dataset_id}/records - Authentication: Bearer token in Authorization header
Example
validate_schema, skip_duplicates, update_existing in options.
Database Connections
Workspace Settings → Integrations → Add Database Connection. Supported: PostgreSQL (9.6+), MySQL (5.7+), SQL Server (2017+), Oracle (12c+), MongoDB (4.0+) Setup: Enter host, port, database name, credentials, and SSL settings. Test connection before saving. Import: Select tables/views, map columns, add filtering with WHERE clauses, schedule automatic syncs. Custom SQL: Use custom queries for advanced data selection and transformation.Best Practices
Performance: Use indexes, limit results with WHERE clauses, schedule during off-hours, use incremental updates. Security: Read-only database accounts, SSL/TLS connections, IP whitelisting.Third-Party Integrations
Google Sheets
Connect Google account → Select spreadsheet → Configure range → Set sync schedule. Tips: Use headers in first row, consistent data types, avoid merged cells, remove empty rows.Airtable
Enter Airtable API key → Select base and tables → Map fields → Configure attachment and linked record handling.Webhooks
Get webhook endpoint URL → Configure security tokens → Define payload format → Test with sample data. Real-time import with automatic validation, error logging, and rate limiting.Next Steps
Managing Columns
Configure and optimize dataset columns
Working with Records
Edit, filter, and manage imported data
Creating Agents
Set up AI agents to process imported data
API Reference
Technical documentation for import APIs