How to connect CSV Files to Adriel

Detailed instructions to help you set up the data source for CSV Files

Lastly modified on: Fri, 21st June, 2024 at 02:02 PM

Prerequisites

• The file extension is limited to UTF-8 encoded .csv format. If not suitable, change format or extension on the file settings before connecting.
• Column header or the first row should not contain empty columns.

Instructions

Connecting CSV File to Adriel

1. Move to Adriel's Connections page.
2. Type “CSV File” into the search bar.
3. The connection name is automatically set to “default.” Click the “Submit” button without further input.
4. Fill in a distinguishable name for the CSV file that you want to connect to. Click “Submit” to proceed.
   1. Optional configuration is possible. If wanted, fill in the "Alternative Channel Name."
      1. No icon is provided as a default for this feature. However, there are channels that can use internally saved icons and display next to the channel name you just wrote down.
      2. Refer to this guide to input the correct name to display the icon. 
         https://academy.adriel.com/en/how-to-set-alternative-channel-name-for-file-db-data-source
         
         
   2. (Optional) Fill in the "File Name to Filter" and click "Submit."
      
      
5. Upload the CSV file(s) you want to upload. You can upload the file via either Drag & Drop or file browse.
6. Close the tab when the file upload is completed. It will be automatically saved and connected.

Add-on

How to update an existing CSV File data source

1. On the Connected data sources list, click the gear button at the bottom right to access the data source settings panel.
2. Add or delete files to the connected data source.
3. Close the tab when the file upload is completed. It will be saved automatically.