Sheet Options
Description of select sheet configuration settings
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Description of select sheet configuration settings
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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
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.
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.
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.
This is useful in scenarios where you want to allow users to upload files with their own structure, without enforcing a strict column format.
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.
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.
When importing data from Excel files, you may encounter unexpected issues due to the way Excel internally stores and formats different types of values—especially Dates, Times, and Numbers. Unlike CSV files, Excel files can retain formatting, formulas, and cell types, which can lead to inconsistencies or misinterpretation during import.
To help you gain better control over how your data is interpreted, csvbox now provides customizable options to configure the way Excel data is processed.
Excel stores dates in one of two ways:
As formatted text: e.g., "03/04/2024"
As numeric serial values: e.g., 45025, which represents the number of days since January 1, 1900.
This dual nature can lead to problems during import, especially when dealing with international date formats. For example:
"03/04/2024" might be March 4 in the U.S. (MM/DD/YYYY)
...or April 3 in Europe (DD/MM/YYYY)
If Excel stores the date as a number (45025) and the importer misinterprets the format, the final result could be completely off.
To address this, csvbox lets you explicitly define how Excel date values should be interpreted:
Default Uses Excel’s built-in logic to interpret the cell as a date. Best for files with consistent formatting and locale.
MM/DD/YYYY
Forces interpretation using the Month-Day-Year format. Example:
"03/04/2024" → March 4, 2024
DD/MM/YYYY
Forces interpretation using the Day-Month-Year format. Example:
"03/04/2024" → April 3, 2024
Custom
You can define a custom format like YYYY-MM-DD, DD-MMM-YYYY, or any other pattern based on how your Excel file stores the date.
Example:
"12-Mar-2024" → Use custom format DD-MMM-YYYY
If your dates are inconsistently formatted or include a mix of text and numeric formats, consider cleaning them in Excel first, or use the Custom option for better accuracy.
Excel also allows time values to be stored either as:
Numeric fractions of a day (e.g., 0.5 represents 12:00 PM)
Formatted time strings (e.g., "14:30", "2:30 PM", "14:30:00")
This can create parsing issues, especially if some cells are stored as numbers and others as formatted text. For example:
0.75 → might mean 6:00 PM (75% of a day)
"06:00" → clearly indicates 6 AM, but may be read as a string
To avoid misinterpretation, csvbox provides options for:
Default Uses Excel’s formatting as-is. Suitable for simple, clean files.
HH:MM:SS
Example: "14:30:00" → 2:30 PM
HH:MM AM/PM
Example: "2:30 PM" → 14:30
Custom
Define your own time pattern like HH:mm, h:mm a, etc., based on your file’s content.
Excel often applies formatting to numeric values that changes how they appear:
A raw value of 0.15 could be displayed as 15%
A value of 1200 might appear as $1,200.00
A long number like 1234567890123 may be auto-converted to scientific notation (1.23E+12)
These formatted displays can mislead the importer if you're expecting clean numbers.
Formatted Values Imports numbers exactly as shown in Excel. Examples:
$1,200.00 stays $1,200.00
15% stays 15%
1.23E+12 stays in scientific notation
Original RAW Values Strips all formatting and imports the core numeric value. Examples:
$1,200.00 → 1200
15% → 0.15
1.23E+12 → 1230000000000
Use RAW if you’re planning to run calculations or validations on numeric fields post-import.
When setting up your Excel-based import:
Navigate to the Sheet Settings > Options panel in your CSVbox dashboard.
Scroll to the Formatting in Excel section.
Choose your preferred options for:
Date Format
Time Format
Number Interpretation
Save the configuration.
These new controls ensure your data is interpreted as intended—minimizing errors and reducing the need for pre-processing in Excel before importing.
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.
The "Template Fields" Mapping Choice is not compatible with the functionality.
This setting can be combined with the feature, allowing users to upload files with any set of columns, without the need for a predefined template structure.
