# Upload CSV/XLSX file

* You can upload your CSV/XLSX file without using any data services.

## Set up

<figure><img src="/files/SHx4IY68e1qbO9I6CaZR" alt=""><figcaption></figcaption></figure>

* To begin, click on the Upload file option on the Connect page.

<div data-full-width="true"><figure><img src="/files/qHRqhrSAdtdJYvS3pnc1" alt="" width="533"><figcaption></figcaption></figure></div>

* Click on the Connection name file and type the name.

{% hint style="info" %}

* The name should not contain any space or special character.
* The name should be unique to other connection names.
  {% endhint %}

<figure><img src="/files/7f202Z4yZB9QqYujVHq0" alt="" width="536"><figcaption></figcaption></figure>

* Continue to add a name for the column.

{% hint style="info" %}
The column name should be unique.
{% endhint %}

<figure><img src="/files/ulmfY6BIUKgozS9lUKNu" alt="" width="563"><figcaption></figcaption></figure>

* Click on the Type dropdown and select the available data type for your column.

<figure><img src="/files/3fZCo5rj2cWog7b8Z6ZA" alt="" width="551"><figcaption></figcaption></figure>

* Click the X button to delete a column item.

<figure><img src="/files/X80tNht8gyDxQyuc5ZlH" alt="" width="535"><figcaption></figcaption></figure>

* Click the + Add column to add a column item.

<figure><img src="/files/u5usnZC65SUWwhQs56H3" alt="" width="551"><figcaption></figcaption></figure>

* There 2 methods:
  * Add: As a method of adding data, all data in uploaded files are added independently.
  * Replace: All data from the most recently uploaded file will be replaced.
* Select the method that suits your needs.
* If all setup has been completed, click the Continue button.

***

<figure><img src="/files/YF9iW3KFOME3oTY3mAA5" alt=""><figcaption></figcaption></figure>

* The upload file setup will display in the Connection list.

<figure><img src="/files/1myQv3BYt5T1jpXQab5E" alt=""><figcaption></figcaption></figure>

* Click on the Upload file on the left of the page to upload a file from your device.

<figure><img src="/files/97q1pMUxXFTNJVxO6uUg" alt=""><figcaption></figcaption></figure>

* Simply follow through the pages.

<figure><img src="/files/WMuJZ9jkcvErCXZPDp7f" alt=""><figcaption></figcaption></figure>

* Click on the Download button to download it or delete it by clicking its X button.

## Edit

<figure><img src="/files/0X7ILUtZMUBc9vDba3Qn" alt=""><figcaption></figcaption></figure>

* To Edit the Schema, open the tab and click on the Edit button.

<figure><img src="/files/RJKH9b4UEqlFOhfnDRiy" alt=""><figcaption></figcaption></figure>

* Simply add or delete then save the change.

{% hint style="info" %}
You can only be able to change the Schema if there is no file uploaded.
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://endash-guidance-docs.gitbook.io/docs/connect/upload-csv-xlsx-file.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
