Uploading a CSV
1
Start a new collection
Click New Collection, enter a name and optional description, then select Upload CSV.
2
Add your file
Drag your
.csv file into the drop zone, or click it to open the file picker. Files up to 50 MB are accepted.3
Review the detected schema
Once parsed, each column appears as a badge with its detected type — for example
company: text, deal_value: number, close_date: date.4
Check the data preview
A paginated preview table shows sample rows exactly as they will be stored. Page through it to spot formatting issues before committing.
5
Create
Click Create. The collection is created with the detected schema and all rows are imported. Use the Remove (trash) icon at any point before creating to discard the file and start over.
How Type Detection Works
Collections scans a sample of your rows and assigns each column the most specific type that fits all its values:
A few rules to know:
- Mixed columns fall back to text. If a column contains
12,15, andN/A, it becomestext— clean the stray values first if you need numeric aggregations. - Empty cells are allowed. Columns with missing values are marked nullable; empty cells display as ”—”.
- Numbers are strict. Only plain decimal notation is parsed (no scientific notation, no
0xprefixes).
File Requirements
Excel files (
.xlsx) are not supported directly — export your sheet as CSV first.
Import Errors
Adding Data Later
Importing at creation is not the only way to fill a collection:- Agents can write records during conversations, using the collection’s insert and update tools — see Using Collections with Agents
- The API accepts batch inserts of up to 1,000 records per call — see API Reference
Available soon — the capability store will add connectors (Salesforce, HubSpot, and more) to sync data into collections directly from your business tools, and hooks to pre-process records as they arrive.
Next Steps
Working with Data
Browse and manage your imported records
Using Collections with Agents
Let agents read and write your data