There are two ways to connect data to Auto Insights: direct database connection or .csv file upload. This article discusses the preliminary steps to upload data into Auto Insights.
1. From the Admin Portal, click on Datasets in the menu bar.
2. Click on Add a New Dataset, which can be found at the bottom left-hand corner of your screen.
3. Give your new dataset a name and click Continue. Please note, a dataset name can only contain lowercase letters, numbers or underscores, and must start with a letter.
4. Prior to uploading data, please ensure the data meets The Dataload Checklist requirements. Once you are satisfied your data is ready for Auto Insights, choose your preferred data source, by clicking on its icon and clicking Continue.
What sort of data connections does Auto Insights support?
How do I connect to a database?
How do I connect to a .csv file?
Does my team need specific skills to upload data into Auto Insights?
If you have any questions, please contact us at firstname.lastname@example.org.