Follow our setup guide to upload CSV files to Fivetran.
Prerequisiteslink
To upload a CSV file to Fivetran, you must have a file in CSV format.
NOTE: This feature is only available for accounts created before April 9, 2021.
In Fivetranlink
Getting startedlink
Click on the Uploads section on the left tab of your Dashboard.
This will take you to the page where you can find a list of your uploaded schemas. You can add a new schema (and table) by clicking on the New Schema button:
Naming the schema and tablelink
This will take you to a page where you can name your table and name the schema you’d like your table to appear in. CSV table names and their columns should all be lowercase with no spaces or special characters. We will convert upper-case letters to lower case.
If the designated schema or table name does not exist a new one will be created. Otherwise they will be updated.
Please note that we do not create a populated table until you upload the CSV into the destination and the upload process is complete, before which we only store a representation of the table in the system.
Your schema will appear on the following page. You can upload a table from your computer by clicking on the table name you just created:
You’ll be taken to our file picker from which you can select a file from your computer:
Formatting the tablelink
After you’ve uploaded the CSV to the browser, you’ll be prompted to format the table to make sure it appears how you want it to in your destination. You can make changes if you’d like the table to appear differently.
You can select which row you’d like to represent as column titles and which rows you’d like to exclude from loading into the destination.
The table above the red line is the original table you uploaded. The table below the red line is the result of the changes you made after excluding rows and selecting column titles. You may have footnotes or bad data at the end of your CSV, which you can exclude by using this feature.
For instance, if you decide to exclude the last two rows, you can see how the changes would appear in the table below the red line, which is also how it will load into your destination:
Fivetran auto-detects the primary key and type of each column, but we aren’t always accurate so please check that the type is correct and make changes accordingly.
If you don’t designate any primary key columns, Fivetran will automatically create two primary key columns _file and _line, where _file will be the name of the CSV file you are uploading and _line will be the line number of each row in the CSV file starting with 0.
You can select which column you’d like as your primary key from the symbol tab:
In the Number column types, you can also format the decimal places you’d like to see.
In the previous image, the data type of the column price was detected as a text, but you can change the data type to $, which will automatically remove the $ sign and treat the data type as a number. You can find more information about this in the type and transformation mapping section on the main Browser Upload page.
Confirmation link
After you’ve formatted the table, you’ll be taken to a page with the summary of the column names and types:
If everything looks good, you can select Upload To Warehouse and proceed on to the next page which will load the table into your Fivetran destination.
