Import a File

Steps:

• From the menubar, click Library.
• In the Library page, click Import Data.
• From the left sidebar in the Import Data page, select the connection where your data is located.
  • You must have read permissions on any directory and file that you wish to import.

  • Upload: Navigate your local desktop to select the file or files that you wish to upload.

    Tip: You can select multiple files in the same directory for uploading at the same time.

  • File-based datastore: If you are uploading from a file-based backend datastore, navigate the available directories to locate your file.
    • Microsoft Excel: If you are importing an Excel file that contains multiple worksheets, you must select the worksheets to include as part of your import. 

    • Dataset with Parameters: If you are importing multiple files with similar filenames, you can import them as part of the same dataset using parameters or variables. In this manner, you create a single imported dataset, which automatically includes any new files that appear in the directory and that follow the same file naming pattern.

• Some aspects of the import process can be modified. In the right panel, click Edit Settings for a file that you have imported.
  • By default, the application applies a few steps to file-based imported datasets to attempt to organize them into tabular format and hides these steps from your recipe. As needed, you can disable these automated steps, so that the steps themselves appear in the Recipe panel. 
  • If your file uses a different file encoding than the default encoding, you can change it for the file during the import process.

• When you are ready to complete the import process:

  Tip: If present, you can click the Add to new flow checkbox, which adds the imported datasets to an Untitled flow.

• Your files are available as imported datasets.

For more information, see Import Data Page.