How do I upload a file to use as a data source?

You can select Upload a File from the Service Connectors page to upload an Excel, XML, CSV, or JSON file from your device.

In this article, you will learn:

Creating a data source using an uploaded file

You can upload any Excel, XML, CSV, or JSON file directly from your device and use it to create a data source.

To create a data source using an uploaded file:

  1. Click Data Sources in the left navigation bar.
  2. Click Create a New Data Source and select Upload a File.

  1. Click Browse and select a file to upload.
  2. Click Get data.
  3. Ensure this is the data you’re looking for and, optionally, select the checkbox to Model your data. Learn more about modelling your data source here.
  4. Click Continue.
  5. Name, choose refresh settings, and, optionally, share your data source.
  6. Click Save.

Refreshing an uploaded data source

To refresh a data source that was created by uploading a file from your device, you must overwrite the version you previously uploaded to Klipfolio with an updated file. The following steps can be used to refresh the data in an existing uploaded data source.

Note: Data sources created using cloud storage connectors are refreshed automatically.

To refresh an uploaded data source:

  1. Click Data Sources in the left navigation bar.
  2. From the list of Data Sources, select the file you want to update.
  3. On the About this Data Source page, select Reconfigure Connection or Re-Upload Now.

  1. Click Browse and select a file to upload.
  2. Click Get data.
  3. Ensure this is the data you’re looking for and, optionally, select the checkbox to Model your data. Learn more about modelling your data source here.
  4. Click Continue.
  5. Name, choose refresh settings, and, optionally, share your data source.
  6. Click Save.

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