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CSV and Excel files are native Platinur v1 snapshot sources. The uploaded file is stored in the account workspace and loaded into its own raw_ ClickHouse database.

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Supported files

  • .csv files encoded as UTF-8;
  • .xlsx Excel workbooks; and
  • files up to 25 MB.
A CSV becomes one table. Each worksheet in an Excel workbook becomes a separate table you can select. The first row is treated as the column header. Use unique, non-empty column names and keep one consistent data type per column where possible. Legacy .xls, password-protected workbooks, macros, and external workbook connections are not supported. Formula cells are read from the value cached in the workbook; recalculate and save the file before uploading if those values changed.

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Upload in Platinur

  1. Open Integrations → New Source → CSV or Excel.
  2. Enter a source name and target schema suffix.
  3. Choose the .csv or .xlsx file.
  4. Test the file, then save the source.
  5. Open Schema and choose the file tables or workbook sheets to load.
  6. Sync the source.
The browser path is never stored. Platinur keeps an account-owned copy of the uploaded file. Validate file checks that Platinur can read the selected file before source creation; it does not upload a credential or contact another system.

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Refresh behavior

File sources are snapshots and use Override mode. They do not have a schedule. To refresh the data, open the source configuration, upload the replacement file, test it, and sync again.

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Data preparation

For predictable results:
  • keep the header in the first row;
  • remove merged header cells and decorative rows;
  • avoid duplicate or blank column names;
  • export dates in one consistent format;
  • do not mix free text and numbers in the same column; and
  • split very large workbooks before uploading.

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Troubleshooting

  • File rejected: confirm the extension and 25 MB limit.
  • No columns discovered: add a header row and at least one data row.
  • Unexpected Excel values: recalculate and save the workbook before uploading.
  • Missing worksheet: confirm it is visible and contains a usable header row.
  • Column names changed: rediscover the file schema before syncing the replacement.

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Replace or remove the file

To rotate sensitive source data, upload a replacement in the source Config tab, validate it, then rediscover and sync. To revoke Platinur’s access, delete the source; this removes the account-owned upload used by that source. There is no external API key or provider permission to revoke for a file upload.

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File-format references