Import CSV

Bring existing data into Matrify by importing a CSV file into a new or existing table.

On the Dashboard, click Import CSV. The dialog takes you through four steps.

1. Upload

CSV Import dialog with its four steps — The CSV Import dialog

Click Browse and choose your file. It must be a UTF-8 encoded text file, so that country-specific letters and umlauts are supported. After the upload, Matrify shows the first 100 lines of the file, analyzes your data and fills in the options with suitable values.

2. Options

Import options with a preview of the data and the choice of a new or existing table — The import options

Start import from line: the line where the CSV content or the optional header line begins.
Field separator: the character that separates the fields in your data.
First row contains column names: tick this if the first line holds the column names. They’ll be used in the new table.
Refresh Preview: checks your settings again after you change these options.
Preview Table: shows how your data will be imported. Check it before you continue.

Then choose where the data goes:

New table: Choose a database and a name for the new table. Tick Use IDs in CSV file to use the first field of your data as the IDs of the new records.

Existing table: Choose the table to import into. Tick Delete rows on server that are not contained in the import if the CSV file holds all the records you need and any others should be deleted from the table.

When importing into an existing table, the CSV data must include column names and the first field must be an ID. If an imported ID matches an existing one, that record is updated.

3. Validation

Click Validate to see a summary of what the import will do: the file size, the number of columns and rows, and how many rows will be created, updated and deleted. Check these numbers, then click Import.

4. Result

CSV Import dialog confirming a successful import — A successful import

When the import succeeds, click Show table to open the table with your imported records.