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  1. My Work (Folders)
  2. Databases
  3. Creating and Editing Databases

Creating a Database by Importing Data from an External Source

Databases can be created by bringing data from sources outside the system. This approach is efficient, allowing you to quickly populate a new database with existing information. This is super handy, especially when you’re dealing with large datasets or when there is a need to set up a database rapidly.

Importing data also helps to maintain data integrity by reducing the risk of manual errors during the data entry process. This is particularly important for preventing data inconsistencies and ensuring accuracy. Additionally, users have the flexibility to select the required columns they need to create the database.

We currently support data import from CSV and XLSX files.

Below is the step-by-step procedure for generating a new database by importing data from an external source.

  1. On the app homepage, head to the My Work tab on the left sidebar.

  2. All the folders you have created, as well as those created by others, will be listed.

  3. If you cannot locate the folder in the list, type in the folder name under Search Folders.

  4. Click on the folder you wish to open.

  5. Go to the Databases tab.

  6. Click + button.

  7. Select Import Data option.

  8. Drag and drop your data file onto the marked area, or click on the area to pick the file.

  9. Once the file is uploaded, the data will be displayed in a spreadsheet format.

  10. Select the sheet from the data file that contains the information you need.

  11. Select only the columns you're interested in to include in the database.

  12. Click Continue.

  13. Provide a suitable name for the database.

  14. Click Create Database. A new database will be created related to the respective folder.

  15. Click View Database to open the database in a new window.

Below is a preview of the newly created database.

Watch the video below to gain more insights on creating a database by importing data from an external source.

PreviousCreating a Database ManuallyNextUsing an External Source as a Database

Last updated 7 months ago

Selecting Columns
Creating the Database
Database Preview