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How to edit a file import configuration
How to edit a file import configuration
Ross Barrett avatar
Written by Ross Barrett
Updated over a week ago

You can currently edit the following options:

  • Adding and Removing Fields

  • Date Formats

  • The date used to store data in Funnel

  • Where headers and data start

  • The number of rows excluded from the bottom of your file

  • Delimiter (field separator) and decimal separator

  • Spreadsheet options for XLSX files

If you want to edit other options, you'll need to create a new Data Source. To make this easier, you can create a copy of your Data Source using the Data Explorer. We hope to add more editable options in the future.

To edit your file import configuration, start by heading to the Data Sources section and clicking on your File Import. You’ll then need to click on the ‘Manage file import’ before clicking on ‘Edit configuration’ in the top right corner of this section.


Adding and Removing Fields

How do I add/remove fields?

You can add and remove fields by checking or unchecking the checkboxes in the Import column:

How does Funnel handle added fields?

When Funnel detects a field that wasn’t present in the previous file, you’ll have the option to add this field to your configuration.

When adding a new field to your configuration, Funnel will look back through the previous files to see if this field was present in those files. If they were, Funnel would import the data from these files too.

How does Funnel handle removed fields?

If Funnel detects a missing field in your latest file, you’ll need to either remove this field from the configuration or upload a new file containing the missing field.

If you remove a field from your configuration, Funnel will not import this field going forward, but the historical data will still be available.

If you want to remove historical data, you can overwrite the data by uploading a new file. You can learn more in this article.

How does Funnel handle renamed fields?

If a field in your file is renamed from, e.g. “Cost” to “Spend”, you’ll need to remove the “Cost” field and add the “Spend” field.

From then on, Funnel would only import the data as “Spend”. Data previously imported as “Cost” would still be available and could be mapped with the new “Spend” field by creating a custom metric.

You can learn more about creating custom metrics and dimensions in this article.

Editing Dates

How do I edit the date format?

You can edit the date format by clicking on the dropdown menu in the row of your date field:

When do the changes to the date formats take effect?

The new date format will be applied to the next file you import and all new files going forward. If you have any previously imported files with date format errors, Funnel will try to reimport them too.

Can I combine different date formats in a single column?

Multiple date formats in the same column aren't supported, so you'll need to edit the file and import it again. Changing the date format in the configuration view will not solve the issue.

Why can't I see my desired date format in the dropdown?

Only date formats that are valid for the dates in your file will be available. For example, if the date is 02/02/2023, Funnel will only display DD/MM/YYYY and MM/DD/YYYY. If you want to use another one, simply import a new file with a different date format, and the option will become available.

How do I change the "Funnel Date"?

If you want to change the date that Funnel uses to store the data, all you need to do is ensure that your future files include your new desired date column. You can then edit the configuration, select the new date (check the import box) and ensure that the new date field is visible under the "Date" section at the bottom of the configuration. If you removed the old date column, you'll need to deselect it from the list too.

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