CSV File
How to Complete the CSV File Upload Form?
Looking at this CSV File loader form, here's what you need to do to complete it:
Step-by-Step Instructions:
1. Name (Required)
Enter a name for your data source in the text box
This helps you identify your CSV data later
Example: "Customer Database," "Sales Records," or "Survey Results"
The placeholder shows "My CSV file" as an example
⚠️ This field is required (red warning shown)
2. CSV File (Required)
Click on the upload area that says "Drop your file here"
Or click "Click to browse or drag files here" to select a CSV file from your computer
Upload your .csv file
Simply drag and drop your CSV file into the upload area
⚠️ This field is required (red warning shown)
3. Select Embedding Model
Default "OpenAI - Text Embedding 3 Small" is already selected
You can change this by clicking the dropdown if needed
This model processes and understands your CSV data
4. Review Cost Warning
⚠️ Important: Check the yellow warning box
Data import costs 0.035 tokens per word
This is very cost-effective for tabular data
5. Final Step
Click the "Save" button at the bottom
Your CSV file will be processed
The tabular data will be transformed into textual format that AI can work with
Key Features:
Data Transformation: Converts CSV data into textual format
Structure Preservation: Maintains relationships between columns and rows
Cost Effective: Very affordable at 0.035 tokens per word
What Gets Processed:
All rows and columns from your CSV
Column headers (first row)
Data relationships and patterns
Text, numbers, dates, and other data types
Perfect For:
Customer lists and databases
Sales and financial data
Survey responses
Inventory records
Employee data
Product catalogs
Any spreadsheet data exported as CSV
CSV File Examples:
Customer data: Name, Email, Phone, Address
Sales data: Date, Product, Quantity, Price, Total
Survey results: Response ID, Question 1, Question 2, etc.
Simple Summary:
Give your CSV data a name
Upload your CSV file (drag & drop or browse)
Keep the default embedding model (or change if needed)
Click Save
Done!
Your CSV file will be transformed into textual format that AI can understand, search through, and analyze for insights, patterns, trends, and answers to your questions about the data!
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