Uploading Data Via CSV

Maegan Morrison
Maegan Morrison
  • Updated

To get started with Max, you can add data by connecting to your database or by uploading a dataset that you'd like for Max to help you analyze.

Upload a Dataset Via CSV

Datasets from file upload must:

  • Be a CSV file.
  • Have clearly labeled column headers.
  • Be under 100 MB in total file size.
  • Not contain special characters.

To upload your dataset:

1. From the Datasets panel, select the plus icon.

Create_New_Dataset.jpg

2. Click Create Dataset from CSV if you're uploading a dataset from your computer. To jump to information on Creating a Dataset from a Database, click here.

Create_Dataset_from_CSV.jpg

3. Click Click to Upload to choose a dataset file from your computer or drag and drop the file onto the module window.

Click_to_Upload.jpg

4. Once you've selected your dataset from your computer or dragged it into the module window, a preview of your file will appear. If your data looks good, select Create Dataset.

Uploading_Data_3.jpg

5. Your dataset is now uploaded and Max is processing it. A green toast message will appear notifying you that your dataset was accepted.

Uploading_Data_4.jpg

6. You will now see your dataset in the left side panel of the datasets section. A progress bar indicates where Max is at with processing your data.

Uploading_Data_5_Progress_Bar.jpg

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