Import Excel and CSV Data Without Complicated Setup
Review columns, confirm data types, and see clear row-level errors before a file becomes the basis of a report.
The trial period lasts 14 days.
Send Data in the Way That Fits Your Workflow
Upload an Excel or CSV file or send data through the API. Once received, the data is immediately available in connected reports and dashboards.
Excel
Manually upload a prepared Excel file with preview and validation.
CSV
Manually upload a CSV file into the same controlled data structure.
API
Send approved data from a business system when the active plan includes API access.
Received data is immediately available to reports, charts, KPI metrics, and dashboards.
One invalid value can undermine an entire view
Manual review of a large file makes it difficult to find missing required fields, invalid dates, and numbers stored as text. Problems are often noticed only after the result no longer makes sense.
For teams that receive and validate recurring business files
Sales operations, financial control, and data administrators can review the structure before confirming an import.
Sales operations
Import weekly or monthly sales files into the same table with controlled mapping.
Financial control
Verify that amounts, dates, and required fields are valid before analysis.
Data administrators
Correct a specific row or column and retry a failed import without mixing data.
Import Excel and CSV Data for Reporting
Upload an Excel or CSV file and Smart Report receives, validates, and prepares the data for reports, charts, KPIs, dashboards, and pivot analysis. This controlled data import creates a reliable basis for both Excel reporting and CSV reporting.
When new data is available, import the updated file again or let an external system send approved records through the API. Smart Report does not monitor a local file or pull its changes automatically.
From a File to Analysis-Ready Data
Each step gives the user an opportunity to review the content before the final save.
Upload the file
Choose an Excel or CSV file and start a preview of its structure.
Confirm columns
Review names, types, and required fields and adjust the mapping when needed.
Correct and confirm
Resolve highlighted errors, validate again, and only then save the data.
An import flow for recurring business files
When a monthly or weekly file has the same business structure, its rows can be appended to an existing table with controlled mapping.
- Required-header and duplicate-column checks
- Validation for numbers, dates, times, and Yes/No values
- Original uploads retained only while the import workflow is active
- File-size and row-count limits based on the plan
A monthly sales file
Import a monthly Excel sales file and immediately review its columns, data types, and row count. If a date or amount is invalid, you receive guidance about where to correct it.
A more reliable basis for every report
Spend less time finding problems after import and create analyses over validated, organized data.
Move from a validated import to a reusable report and analysis
Once columns and types are confirmed, continue with an Excel report or explore the data through filters and analytical views.
Answers before you get started
Are Excel and CSV files supported?
Yes. The existing workflow supports Excel workbooks and CSV files.
What is validated before import?
Headers, required fields, and values such as numbers, dates, and Yes/No fields are checked.
Can I correct the file and try again?
Yes. A failed import draft can be corrected and retried before data is saved.