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How to upload Excel

Learn how to upload your Excel data to INSIA in a few clicks!

Updated over a week ago

Our video tutorial will walk you through the process of uploading your Excel data to INSIA in an easy-to-follow manner.

To get started with connecting your Excel data, click on the 'Data Connect' option in the 'Admin Portal' (find it in the left navigation bar). Now, you will see a screen with all the available connectors.

Steps:

  1. Select the Excel option.

  2. You will see two tabs on your screen- 'New File Upload' and 'Previous Uploads'. To upload your Excel data, you will need to stay on the 'New File Upload' tab. Here you will see 3 options on your screen: 1. New Table Creation

    2. Edit Loaded Table

    3. Load Data to Existing Table

    (Note- you must first create a table to use the "Edit Loaded Table" and "Load to existing table" features.)

  3. To upload your Excel data, select 'New Table Creation', give your table a name and 'Upload New File' by selecting an excel file from your local machine.

    (Note- Make sure that there are no blank cells in the middle of your data set.)

  4. Once you've selected your Excel file, click 'Upload'. Now, select the sheet that you want uploaded as a single table. Click 'Next' to proceed. Your Excel file is now integrated with INSIA!


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