How to import data from a file?

The Data import wizard loads rows from CSV or Excel into a new or existing table. Data is written only after Preview before import — until you confirm, you see a preview and can choose append or full replace mode.

When you need this

You need to move a directory from Excel or CSV.
You want to refresh a table with a new set of rows from a file.
You need to create a table directly from file columns.

Key terms

Source — step where you upload File (.csv, .xls, .xlsx); the first row must contain column names.
Where to import — existing table or Create new model from import.
Mapping — match file columns to table fields.
Write mode — Add to current records or Clear model and import again.
Preview before import — preview table; button Import {count} records or Delete {clearCount}, then import {importCount}.

Before you start

You are in Menu → Custom Data.
File is CSV, XLS, or XLSX; first row is column headers.
For import into an existing table — fields match file data (or you will map them on the Mapping step).

Step-by-step

Open Data import — from the start screen (From file (Excel/CSV)), empty table state (Import data), or table toolbar (Import).
On Choose import source:
- Select File (.csv, .xls, .xlsx).
- Upload the file — the system reads columns for next steps.
On Where to import:
- Import into existing model — pick a table from the list.
- Create new model from import — set Model name, Description, Group; review Fields in the new model (names and types from the file).
On Match file columns to model fields:
- For each Model field, choose Column from file.
- Optionally set Default value for empty cells.
On Write mode (existing table only):
- Add to current records — new rows are appended; existing rows stay unchanged.
- Clear model and import again — all current rows are deleted first; confirm in Confirm destructive import.
On Preview before import:
- Check the summary (how many rows will be added or replaced).
- Review the preview; fix Invalid rows if import is blocked.
- Click Import {count} records or Delete {clearCount}, then import {importCount}.
On Import result, review the summary and click View data or Edit model.

What happens next

Rows appear in the records table. A new table shows in Tables; an existing one is updated per the chosen write mode.

How to verify

On Import result — Import completed and expected Inserted count.
In the records table — Rows in table matches the expected number.
Invalid file rows were not imported (or you fixed them before import).

Other options

Import from Google Sheets — see Import from Google Sheets.
Create a table from a file without a separate editor — choose Create new model from import on Where to import.