Importing Excel/CSV files#

To gain valuable insights from your data through advanced analytics, the first step is to import the data into the ConverSight platform. This tutorial will guide you through the process of importing data into ConverSight.

To watch the video, click on Importing Data into ConverSight platform.

Step 1: Open your data source

To begin the data import process, you must first connect/open to your data source. This will provide you with the necessary visibility and control over your data, allowing you to view, edit and modify it prior to importing it into the ConverSight platform.

Step 2: Identify the Data for Import

In this step, you will identify and select the data you wish to import from the data source. This may involve specifying the relevant tables or columns and, in some cases, using filters or transformations to refine the data prior to importation.

Step 3: Login to the ConverSight Platform

To import data into the ConverSight platform, you must first log in to your organization’s subdomain on ConverSight.ai. To do so, enter the necessary credentials and you will be redirected to the appropriate screen.

../../../_images/Subdomain_WelcomeWindow.png — Subdomain Window#

Step 4: Import the Data

To initiate the data import process, navigate to the Data Workbench section within your ConverSight.ai platform. This can be done by expanding the sidebar using the triple bar on the top left corner and selecting the Data Connectors option.

../../../_images/Expanding_sidebar.png — Expanding Sidebar#

../../../_images/Data_Connectors.png — Data Connectors#

Once you have reached the Data Connectors page, click on Create New and select the Excel/CSV data connector to use.

../../../_images/Different_Connectors.png — Different Connectors#

Click Next and fill out the required fields. Then, click Create to initiate the data import.

../../../_images/Filling_Details_ID.png — Filling Details#

NOTE
Import failure may occur due to invalid data or incorrect data format in the file.

Step 5: Verify the Data Import

After importing the data, it is important to verify its accuracy. To do this, you can check the status of the data connection on the Data Workbench -> Data Connectors page. ConverSight conducts a series of validation checks to guarantee the quality of the insights and analytics produced. Once the status changes from Created to Success, it indicates that the data import has been successful.

NOTE
A pop-up message will notify you that "Success - Your Connector is ready for use".

../../../_images/Data_status.png — Data status#