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Overview

The file connector registers CSV, JSON, or Excel files as a data source. CSV and JSON are parsed directly in the browser, and Excel workbooks are parsed as well. Direct upload supports files up to 10MB, and the original file is kept as the stored source on registration.
This screen is available to Manager and above (owner, manager) only. Menu visibility manage.

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Steps by format

The file wizard steps change dynamically by format.
Data view · filter → Field mapping → Register

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Data view · filter

1

Upload file

Drag or click to select a file (single file, up to 10MB).
2

Select header row

Pick the header row that becomes the column names, from among the first 6 rows. If there is no header, click “No header” and name the columns directly in the table.
3

Add filters (optional)

Add filters so only matching rows are used. Multiple conditions are combined with AND.
4

Edit columns

Review the top-100-row preview, edit column names, and toggle which columns to include or exclude.
You then complete the Field mapping and Register steps of the shared wizard.

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Stored source · security

The source file is kept as the stored source, and only the settings (columns, types, filters, mapping) are saved. Data is not copied — it is derived by applying these settings at read time.
Editing a data source keeps the original file unchanged; only the settings change.