When uploading data via the data library 'Smart Upload' is the most flexible option - the order or format of the columns does not matter as it does with other import options.

Smart Upload allows users to:

  • Easily upload any spreadsheet file into the platform, regardless of how it is formatted

  • Save custom upload templates to reuse for quick uploads in the future

Smart Upload can currently only be used when uploading data via the Data Library.

Before using Smart Upload

Prior to using Smart Upload, please ensure:

  • The file is saved in .csv or .xlsx format

  • All populated columns in the file have been labelled with a header

  • If there is a large number of columns in the spreadsheet, remove any that are not relevant before uploading in order to ensure an efficient upload

Selecting Smart Upload

To use Smart Upload, ensure your data meets the above-noted requirements and then select Smart Upload after clicking 'Upload' from within the Data Library.

The platform intelligently and reliably identifies which columns contain dates, text and metadata (a set of information that describes your data, such as age, location or gender).

Verify columns have been correctly classified, and if necessary, drag and drop column headings to reclassify or move to the bin.

If multiple date values are present in the dataset, use the radio buttons to specify which column should be treated as the date for purposes of time series analysis.

Once this is done, click 'Submit' to complete the upload.

Saving custom upload templates

Saving your smart upload settings enables you and others on your team to upload data and apply the same settings to similar files in one click.

  1. Upload a file using Smart Upload

  2. When reviewing the settings, click the checkbox at the bottom of the screen to save as an upload setting then click Submit

  3. Name your settings file (we recommend naming it based on the data source), and optionally add a description or link to a logo file then click 'Save'

  4. To use your saved settings on a new file, select 'Custom' when prompted to select a data source then choose the relevant settings

If the column headers in your data file change (the order doesn't matter), simply run the new version through Smart Upload, save your new template and start using it.

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