🧭 Overview

This guide walks you through uploading a CSV file into cofi.ai — from choosing your file to validating data and confirming successful import.

➡️ Steps to Upload

1. Navigate to Data Sources

• Go to your workspace sidebar → Data Sources.
• Click Add New Source → choose CSV Upload.

2. Select Your File

• Click Upload File and choose your CSV.
• Preview the first few rows for accuracy.

3. Configure Import Settings

• Confirm delimiter (comma by default).
• Define date format and whether headers are present.

4. Map Columns to Schema

• Review column mappings.
• Assign each field as a Measure, Dimension, or Date.
• Select or create a database to store the data.

5. Validate and Import

• Click Validate Data to preview any errors.
• Once validated, click Import File.