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Welcome!

How to import CSV files

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Go back to Welcome page

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Sample CSV files

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Chequing Account - Wells Fargo 7.csv

2.9 kB

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Chequing Account - Wells Fargo 8.csv

2.6 kB

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Chequing Account - Wells Fargo 9.csv

3.5 kB

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Chequing Account - Wells Fargo 10.csv

1.7 kB

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Steps

Step 1. Select CSV (beta).

Type /csv to open the menu and select “CSV (beta)”.

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Step 2. Choose the file.

A pop-up will appear, then click on “Add file”. When there’s no pre-existing table in the doc, then the only “Import Location” option available is “Create a new table”.

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Step 3. Select and Next.

You will be prompted to select a file. You can select multiple files at this point. Then hit “Open” and you’ll be brought back to the pop-up where you can now select “Next”.

If you select multiple CSV files at this stage, you cannot import them into a pre-existing table — you can only create new tables for each CSV file you bulk import.

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Step 4. Fix the column data types.

When you’re importing a CSV for the first time, then you will need to fix the column data types. Once this is done, you can select a pre-existing table to import into and your previously-selected column data type will be respected.

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Step 5. Import more CSV files.

Once you have a new table on the page, you can continue importing other CSV files. Remember if you select multiple files at this stage, it will prompt you to create a new table. If you select a pre-existing table, then the data types are preserved.

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Ta-da!

Now you can rinse and repeat :)

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Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.