If you would like to create a new File Import Data Source which contains data from an existing Data Source, creating a master file containing all of your data is more manageable than downloading and reimporting a large number of files. In this article, we will explain how to use Funnel’s Data Explorer to do this.
Why would you want to do this?
You wanted to make changes to an existing configuration that can’t be edited, for example:
Changing the unit of a certain field
Changing the currency of the source
Changing the position of headers or where the data starts
You wanted to copy a Data Source to a different workspace
Creating a master file
To get started, simply head to the Data Sources page, select your File Import source and click on ‘Manage file import’. Once inside this section, click on ‘View in Data Explorer’.
When the Data Explorer loads, you should be able to see all of the data from your Data Source. We now want to make sure that the data isn’t filtered, the full range of data is available, and the columns match the fields in your files.
1. Make sure that the selected date range covers all of the imported data in your source.
2. By default the Data Explorer will limit the result to 1000 rows. To include all your data, remove the limit of rows by using the filter at the top and select the option “No” in the section “Limit number of rows”.
3. Make sure that the columns visible in the Data Explorer view correspond with the fields in your file.
Once your Data Explorer view has been configured correctly, click on ‘Export’ in the top right corner and select ‘Download as CSV’.
We can now use this file to create a new File Import Data Source.
If you sent files automatically via email to your old File Import source, please remember that the new Data Source has a new email address.
We would also suggest comparing the data from the old and new Data Source in the Data Explorer to ensure that everything was copied as expected.