🧭 Overview

Once your CSV data is uploaded, it’s important to maintain and refresh it over time.

This article covers how to replace, append, and manage recurring CSV uploads in cofi.ai.

⚙️ Updating Data via CSV

Update Option Description
Replace Existing Data Overwrites previous records in the same database.
Append New Data Adds new records without removing old ones.
Update by Key Field Matches rows by a unique ID to refresh changed data only.

💡 Keep column names identical across updates to maintain schema alignment.

🔄 Maintaining CSV Data Sources

  1. Review Upload Logs – Check the Status column for success or errors.
  2. Reprocess When Needed – Re-run processing after schema or mapping updates.
  3. Clean Old Versions – Delete unused uploads to free space.
  4. Document Data Origin – Add upload notes (e.g., “Finance Budget FY25”).

⚡ Best Practices

Practice Why It Matters
Use consistent headers Enables seamless updates
Validate before reimporting Prevents errors
Limit file size Improves performance
Date-stamp filenames Simplifies version tracking

✅ Key Takeaways