File upload management
The File Management panel on a file-upload connection lets Admins manage the physical file behind a dataset: upload, replace, download, or delete — without access to underlying storage. Supported formats for upload connections include.csv, .tsv, .psv, .txt, and .xlsx. See Supported Data Formats for the full list.
Admin privileges or higher on the connection are required. The panel appears only on File Upload connections, not S3, SharePoint, database, or API sources.
Open File Management
- Sign in to the admin portal.
- Go to Connections and open the connection.
- Scroll to File Management.
| Panel state | Meaning | Action |
|---|---|---|
| Empty (no file listed) | No file associated yet | Upload |
| File name shown | File already associated | Replace, Download, Delete |
Upload a new file
Use when the connection has no file yet, or after a delete.
If the dataset was newly created, finish column, date, and key configuration before notifying users.
Replace an existing file
Use when data was refreshed or corrected but dataset name, columns, entitlements, and mappings should stay the same.
If pre-generated cache is enabled, trigger Trigger Cache Pre-Generation or wait for the next scheduled run so queries do not serve stale cache from the old file.
After upload or replace
| Aspect | Behavior |
|---|---|
| Dataset name | Unchanged |
| Column configuration | Unchanged — verify headers still align |
| Entitlements | Unchanged |
| Translation mappings | Resolve against the new file on next query |
| Previous file (replace) | Permanently removed |
Troubleshooting
Upload/Replace not visible — Confirm Admin+ role and File Upload connection type. Validation error — Check delimiter, encoding, and that format matches (.csv for .csv).
No data after upload — Column headers or date/key fields may not match the file; re-onboard if structure changed.
Stale data after replace — Refresh pre-generated cache if enabled.