Bring in files and data
Start with a small representative file. Explain whether it supplies records, reference content, images, or visual direction. Use the file options available in Studio or the website’s file-to-app flow.
Prepare the source
Section titled “Prepare the source”- Spreadsheets: label columns, review formulas and multiple sheets, and define stable record identifiers.
- CSV: check encoding, separators, dates, leading zeros, and duplicates.
- PDF or images: inspect extracted text, especially scans, tables, and small labels.
- Documents and slides: separate headings, narrative, tables, and decorative elements. A chart image does not contain its underlying dataset.
Review the first import
Section titled “Review the first import”Compare a few records with the original, then check totals and missing values. Define how repeated imports should treat existing records before submitting the same data twice.
An uploaded copy does not establish a live connection to the original. If information changes elsewhere, specify and verify the update process separately.
Export and recovery
Section titled “Export and recovery”Use export controls where the app provides them, and inspect the resulting file before relying on it for recovery. App versions and data exports serve different purposes.