Sheet Options
Description of select sheet configuration settings
Last updated
Description of select sheet configuration settings
Last updated
To see the errors, the users will have to click the 'See Errors' button on the import complete screen.
With this option, you can enable/disable the Export button on the verify data screen. Your users can export data to Excel while keeping the error highlighting and error messages. This helps to resolve the errors in the Excel sheet and quickly re-upload the file in CSVbox.
Data residency refers to where the data is stored in a geographical location. The location is important usually for regulatory or policy reasons.
You have the option to select the storage location of the data uploaded by your users.
Go to Edit Sheets > Options > Privacy & Security section > Select the location from the dropdown.
The US is the default location. The other option is Europe (Germany.)
The data uploaded by the users will then pass through servers and get stored in the database situated in the selected location only.
Note, that you also have the option to not store the data at all.
The long-lived data about the import and the user files is not covered under the selected location. It mainly consists of supplementary log data helpful for troubleshooting and analyzing the import processes. This data does not include any original data from inside the user files. The image below shows how the data will flow if you select Europe as the data residency location.
You can provide a list of authorized domains/sub-domains for embedding the importer. The embedded importer will work on the whitelisted domains only.
Go to Edit Sheets > Options > Authorized Domains > Add the domain/subdomains
If you do not whitelist any domain, then the importer embed will work on all the domains. This is the default configuration.
You can use the "*" wildcard prefix to include any subdomain. A few examples:
exampleco.com
exampleco.com
www.exampleco.com, app.exampleco.com
www.exampleco.com
www.exampleco.com
exampleco.com, app.exampleco.com
app.exampleco.com
app.exampleco.com
exampleco.com, www.exampleco.com
*.exampleco.com
all exampleco.com subdomains
The messages can be:
Static - Any fixed text as per your requirements.
Dynamic - Provide an API to fetch the message text in real-time. The importer will append metadata (import_id, sheet_id) to the API as query parameters. This will help determine the context and return relevant messages.
With this option, you can show or hide the Resubmit button on the Import Success screen.
The Resubmit button triggers a new import pushing the same file with the same import configuration.
This is useful during testing and debugging. You don't have to upload the file, match columns and confirm data for importing the file. Simply click the Resubmit button and push the file to the same destination.
Based on your import data structure (# of columns) you can pick between two import dialog sizes:
Medium
Large
To change the size go to sheet settings > display > Importer Dialog Size
Note: The dialog size configuration will be applicable for large (desktop) screens only. For smaller screens the dialog will always occupy the entire screen.
There can be a case where the uploaded Excel file contains multiple worksheets. You can allow the users to select a worksheet for upload.
To activate worksheet selection go to sheet settings > display > File Upload > Select 'Yes' for Allow Worksheet Selection option.
If the Allow Worksheet Selection option is set to 'No' then the first worksheet will be picked up by default.
You have the ability to specify a custom URL for redirection upon successful import completion. This enhancement is designed to provide greater flexibility and streamline your workflow by directing users to a specific page immediately after the successful import.
There can be a case where you need to disable user file uploads to allow only copy-pasting of the data in CSVbox. In such cases, you can hide the File Upload Box and only show the users the Copy-Paste data option.
To hide the File Upload Box go to sheet settings > display > File Upload > Select 'No' for 'Show File Upload Box?' option.
Enable users to input a name or a description for their uploaded files. File names like "contacts.csv" or "Import 123.xlsx" lack context. More descriptive labels such as "Texas Customers" or "Parts from 2022 Catalog" enhance the clarity and utility of the import.
The description will be pushed along with the row data at the end destination. The data will be available in the import_description property:
"import_id": 79418895,
"sheet_id": 575,
"sheet_name": "Products234248",
"import_description": "Product Catalogue Jan 2024",
"env_name": "default",
"destination_type": "webhook",The following destinations are supported:
API/Webhook
Zapier
To enable the description input box:
Go to Sheet Settings > Display Tab > Select 'File Upload' Page > Go to 'Show import description' option > Select 'Yes'
By default his feature is turned OFF.
A minimum of 3 characters and a maximum of 100 characters is required.
If a domain fails validation then the user will see the error screen as below:
You can show customized success or failure messages when the import is complete.
The description input box will be visible if enabled after the user selects the file.
