Add a CSV connection

Query from a CSV file in Equals

Abbey Lauren Minondo avatar
Written by Abbey Lauren Minondo
Updated over a week ago

To connect any CSV file to Equals you need to upload your data.

  1. To get started, select the CSV you'd like to upload. Ensure that there are is only a single row of headers and data in the file.

  2. Upload the CSV file. Note that some fields may be converted as text fields if they are not recognized.

  3. Navigate to a workbook and open the "Connections" panel to query from your CSV. Additional details can be found here.

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