Sheet Options

Description of select sheet configuration settings

Show Error Text

Display the import fail error messages back to the end-users.

To see the errors, the users will have to click the 'See Errors' button on the import complete screen.

Export Button

Export validation errors in Excel

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.

Server & Data Location

Select the geographic location of the servers & database for the user data.

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.

Domain Authorization

Run the importer on select domains only

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:

  Text	Valid	Invalid
  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

If a domain fails validation then the user will see the error screen as below:

File Delete Policy

Managing User Data Storage in CSVbox

You have the option to either enable or disable the storage of the user uploaded data in CSVbox. This decision can be made based on privacy preferences or specific sheet requirements.

• Do not store the file: By enabling this option, the user-uploaded data will not be stored in the CSVbox datastore.

• Store data: Data will be stored on CSVbox storage. It will be auto deleted after one month.

Import Complete Messages

Show custom messages when the import is completed

You can show customized success or failure messages when the import is complete.

The messages can be:

1. Static - Any fixed text as per your requirements.

2. 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.

Resubmit Button

1-click to resubmit the same CSV file again

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.

Importer Dialog Size

Control the size of the import dialog box for large screens

Based on your import data structure (# of columns) you can pick between two import dialog sizes:

1. Medium

   

   Medium size
2. Large

   

   Large size

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.

Worksheet Selection

Allow users to select a worksheet for upload

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.

Custom Redirect URL

Redirect end users to any page after successful import

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.

Show File Upload Box

Enable / Disable the ability to upload spreadsheet files

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.

Import Description

Allow users to provide a name/description of the file they are uploading

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 input box will be visible if enabled after the user selects the file.

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:

1. API/Webhook

2. Zapier

3. Data at Client

4. Import Complete Webhook

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.

Mapping Choice

Option for customers to map file columns to template fields or template fields to file columns.

How It Works:

By default, on the column mapping screen:

• Template Fields are static and displayed on the left.

• Uploaded File Columns appear on the right in a dropdown, allowing users to map them to the corresponding template fields.

With the Mapping Choice option, users can reverse this mapping direction:

• Selecting "Template Fields" as the Mapping Choice flips the layout.

• File Columns become static on the left, while Template Fields appear in the dropdown on the right, allowing users to match them accordingly.

This added flexibility helps accommodate different file structures and user preferences, making the mapping process more intuitive.

The "Template Fields" Mapping Choice is not compatible with the Ignore Columns functionality.

Zero Template Columns

Accept file submissions without requiring any predefined template columns

This is useful in scenarios where you want to allow users to upload files with their own structure, without enforcing a strict column format.

How It Works

• By default, CSVBox requires at least one template column for mapping.

• Configuring "Allow Zero Template Columns" to "Yes" lets users submit files without any predefined template columns, providing complete flexibility.

• This setting can be combined with the Unmapped Columns feature, allowing users to upload files with any set of columns, without the need for a predefined template structure.

When to Use This Feature

• When you want to fully accommodate user-defined file formats.

• When you prefer not to enforce a rigid template, giving users the freedom to submit files as they are.

For this feature to work effectively, ensure that Allow Unmapped Columns is set to "Yes" along with "Show Unmapped Columns on Validation Screen" selection. This ensures that users can review and verify file columns before submission.