A file must begin with column headers starting in column A. If additional information is provided before β it is necessary, use the Header rows to skip field to skip a certain number of rows to import data correctly.
2After picking the file a processing bar will show the upload progress. You can click on the βtrash binβ icon to cancel the file upload.
3After your file has been successfully uploaded and checked for security letβs move to the settings.
1Set the Table name which will be used for loading data to your destination.
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2Select the fields you need to import. By default, all fields are selected.
3Check the type. Each field in a data table can be assigned a text, number, or date type.
The date field is a unique date-key in the database and should be singular. Also, you have the flexibility to choose from a wide range of date formats for this field.
If you have fields with numeric values that you don't want to include in your calculations, change the type from Number to Text.
Note
You can learn more about how to work with dates in Flat Data here.
4The skip rule allows you to exclude empty rows and rows with specific values in selected fields
Default to 'Do Not Skip': Ensures all data is initially included.
Multi-Select Options: Combine 'Skip: empty' and 'Skip: value' for targeted exclusions. Selecting 'Do Not Skip' disables other skip options.
Custom Rule addition: Add one custom rule; the form is disabled afterward to maintain focus
Custom Rule deletion: Hover over and click on the red-highlighted basket icon next to the rule to exclude it.β
βUsage Note: the component is designed for straightforward value-based selections and does not support complex expressions like '<10'.
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Note
System default account ID, account name, and date_yyyymmdd fields are automatically added by default. The 'id', 'metrics', 'account_id' reserved for internal usage. Please do not import fields with the same titles to avoid data issues.