Do you need to transfer data from your CSV files to Google Sheets or Excel? With our CSV Integration, you can easily import data into your sheets. Upload your file, select it from your Google Drive, or use a URL to import it into your spreadsheets quickly. 🎉
Egnyte
From OneDrive
Schedule your Import, Snapshots, and Add Automations
Connecting to Google Drive
When you begin a CSV import for the first time, you will need to connect/authorize Coefficient to your Google Drive account successfully.
ℹ️ NOTE: You can still use the “Import from URL” option even without connecting to your Google Drive, and it should allow you to import from another CSV file.
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1. Launch the Coefficient Sidebar and select “Import from...”
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2. Click on "Files". |
3. Select "CSV" from the list. |
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4. Select "From Google Drive". |
5. “Authorize” Coefficient to connect to your Google Drive. |
6. Coefficient will prompt you to confirm the account you want to connect.
7. “Allow” Coefficient access to your account. Once you complete this step, you will be returned to your spreadsheet(s) to upload your CSV from Google Drive.
Import using CSV
There are 5 different ways to import data using Coefficient’s CSV integration: Upload File, Pick from Google Drive, Egnyte, OneDrive, and Import from a URL.
From Google Drive
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1. Open the Coefficient Sidebar and select "Import from". |
2. Click on "Files". |
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3. Select "CSV" from the list. |
4. Select “From Google Drive” |
5. A window will appear, allowing you to select a file from one of your Drive folders.
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6. The sidebar will populate with the column headers in your file (you can uncheck/check to remove/add them to the import. You can also open/change the file here as well. |
7. Customize the import with additional filtering and even set it to skip the first row to define the headers. Advanced Settings: Skip: You may skip non-header rows to ensure the import starts on the first header row. Custom Delimiter: This can be used/modified based on the characters in the file. |
8. Congratulations on your successful import from Google Drive 🎉
ℹ️ NOTE: If you add a new CSV file to Drive with the same (exact) name as the source file, Coefficient will pick up the updated file when the import is refreshed.
Egnyte
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1. Open the Coefficient Sidebar and select "Import from". |
2. Click on "Files". |
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3. Select "CSV" from the list. |
4. Select “From Egnyte”. |
5. Select the CSV file you’d like to import into your spreadsheet or workbook. Depending on where the file is stored in your Egnyte instance, you may need to navigate through multiple folders to locate it. Once you’ve highlighted the file, click OK to continue with the import.
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6. Review and select the columns you’d like to include in your import. Add filters here if needed. |
7. Provide a name for the import. Advanced Settings: Skip: You may skip non-header rows to ensure the import starts on the first header row. Custom Delimiter: This can be used/modified based on the characters in the file. |
8. Congratulations on successfully creating a CSV import from Egnyte! 🎉
From One Drive
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1. Open the Coefficient Sidebar and select "Import from".
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2. Click on "Files". |
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3. Select "CSV" from the list.
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4. Select “From One Drive”. |
5. Select the CSV file you’d like to import into your spreadsheet or workbook. Depending on where the file is stored in your OneDrive instance, you may need to navigate through multiple folders to locate it. Once you’ve highlighted the file, click Select to continue with the import.
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6. Review and select the columns you’d like to include in your import. Add filters here if needed. |
7. Provide a name for the import. Advanced Settings: Skip: You may skip non-header rows to ensure the import starts on the first header row. Custom Delimiter: This can be used/modified based on the characters in the file. |
8. Congratulations on successfully creating a CSV import from OneDrive! 🎉
Upload File
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1. Open the Coefficient Sidebar and select "Import from". |
2. Click on "Files". |
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3. Select "CSV" from the list. |
4. Select “Upload File”. |
5. A window will appear, allowing you to drag and drop your file into the area provided, or you can select the file from your device.
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6. The sidebar will populate with the column headers in your file (you can uncheck/check to remove/add them to the import. You can also open/change the file here as well). |
7. Customize with additional filtering and provide a name for the import. Advanced Settings: Skip: You may skip non-header rows to ensure the import starts on the first header row. Custom Delimiter: This can be used/modified based on the characters in the file. |
8. Congratulations on your successful CSV import with Coefficient! 🎉
Import from URL
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1. Open the Coefficient Sidebar and select "Import from". |
2. Click on "Files". |
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3. Select "CSV" from the list. |
4. Select “Import from URL” |
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5. Paste the URL in the text box provided. |
6. The sidebar will populate with the column headers from your source file (you can uncheck/check to remove/add them to the import. You can also open the source file by clicking the arrow enclosed in a box button. |
7. Customize with additional filtering and provide a name for the import. Advanced Settings: Skip: You may skip non-header rows to ensure the import starts on the first header row. Custom Delimiter: This can be used/modified based on the characters in the file.
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8. Congratulations on your successful URL import! 🎉
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into spreadsheets using Coefficient, you can set up the following:
FAQs for CSV
There is an error in my URL import. What could be the reason?
- Check the format of the URL - it should return a CSV file and not HTML.
- If you publish your file on the web using Google Sheets/Excel, make sure that the file does not have any restrictions that block you from using its content. (permissions)
- Inspect the content type of your file and make sure it is comma-separated/delimited values. (Coefficient does not currently support other delimiters.) The file extension should also end in “.csv”.
- If all of these are correct and you still experience errors, please contact support@coefficient.io for further assistance.