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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.

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Open File Management

  1. Sign in to the admin portal.
  2. Go to Connections and open the connection.
  3. Scroll to File Management.

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Upload a new file

Use when the connection has no file yet, or after a delete.
1

Confirm empty state

The panel shows no file name and an Upload control.
2

Upload

Click Upload, select the file, and wait for the progress indicator to complete.
3

Verify

Confirm the file name appears and run a small test query on the linked dataset.
If the dataset was newly created, finish column, date, and key configuration before notifying users.

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Replace an existing file

Use when data was refreshed or corrected but dataset name, columns, entitlements, and mappings should stay the same.
The replacement file must use the same format and same column structure as the original. Added, removed, or renamed columns require re-onboarding instead of replace.
1

Optional download

Use Download to inspect the current file first.
2

Replace

Click Replace, select the new file, and wait for completion.
3

Verify

Query a value you know exists only in the new file to confirm the swap.
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.

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After upload or replace

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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.