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File Upload

BonData allows you to upload CSV files directly to create data entities that can be used in your playbooks.

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Supported File Formats

  • CSV - Comma-separated values
  • TSV - Tab-separated values
  • Standard text encodings (UTF-8 recommended)

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Step 1: Prepare Your File

Ensure your CSV file is properly formatted:
  1. Header Row: The first row should contain column names
  2. Consistent Data: Each row should have the same number of columns
  3. Clean Data: Remove any special characters that might cause parsing issues

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Step 2: Upload in BonData

  1. Navigate to the Integrations section
  2. Select CSV as the integration type
  3. Click Upload File and select your CSV file
  4. BonData will automatically detect columns and data types

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Step 3: Configure the Entity

After upload, you can:
  • Set a primary key column for record identification
  • Adjust column data types if needed
  • Name your entity for easy reference

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No Authentication Required

CSV file uploads don’t require any external authentication. Files are securely stored in BonData’s infrastructure.
File size limits may apply depending on your plan. Contact support for large file uploads.

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Best Practices

  • Primary Keys: Always include a unique identifier column for reliable data syncing
  • Date Formats: Use ISO 8601 format (YYYY-MM-DD) for dates
  • Numbers: Avoid formatting (no commas, currency symbols)
  • Text: Enclose text with commas in double quotes

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Available Operations

With CSV data in BonData, you can:
  • Join with other data sources - Combine CSV data with your CRM, databases, etc.
  • Transform and enrich - Apply transformations in playbooks
  • Export - Use CSV data as a source for other integrations
  • Schedule updates - Re-upload files to update the data