Add data via a CSV file

Organize your data in one place in the Collect section.You can input a basic CSV file by following a few steps. 

Upload your CSV file


A CSV file is a common static file used to store and share data values because a CSV file can be accessed via a text editor, a spreadsheet software, and a variety of data analysis tools. Typically data is separated by commas, and that’s what our system can parse through to interpret and help you analyze what’s in your file.

The data you input from a CSV file is static.

This means if you edit the original file from your computer it won’t automatically be updated. However, you can edit whatever data you upload from a CSV file directly in the UpMetrics platform once it’s stored as a data table. If you’d like changes to data in a spreadsheet to be automatically updated in our platform, we recommend adding data via a Google Sheet.

Your CSV's formatting will be maintained.

The data itself and the way your spreadsheet is organized will be reflected in the data table once you add data via a CSV file.

  1. Open the data set where you’d like to add the CSV’s data as a data table.
  2. Select the + Data table button in the upper right corner of the page to add a new data table
  3. Select add CSV to add data via a CSV file from the drop down menu.
  4. Upload the CSV file with the data you’d like to add to this data table from your computer via Browse Files.
  5. Once the CSV file is verified, select Import Data to continue.
  6. View the data table with your newly added data.
  7. To edit, delete or share this data table, select the chevron to the right of the data table’s name.

Edit data from a CSV file


You can change the data you’ve uploaded from a CSV file.

  1. Select the Edit option from the upper right corner of the data table you’ve uploaded via a CSV file.
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  2. Select a cell to edit the text within a cell.
  3. To add a row directly in the UpMetrics platform, select the plus icon under the Add Row icon.
  4. To delete a row, select the delete icon under the Delete Row column.

Add or delete a column

To add or delete a column, you need to hover over the top row of the data table. This will reveal a hamburger menu. When you select the hamburger menu, you will find the option to add or delete a column. 

1. Select the Edit icon on the upper right.
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2. Hover your cursor at the top row of a data table.
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3. Add or delete a column from the hamburger menu revealed.
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Overcoming an error when uploading a CSV file with new columns.

If you add new columns to a local CSV file and try to upload it to update to an existing data table, the platform will not recognize those columns and will not be able to upload the file.

We recommend updating the number of columns and any header text edits in our platform. Then, downloading the data table as a CSV file if you'd like a local version of this data with the updated column information. 
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🥳 Nice work! Now you’re set to import data from a CSV file.