📄 Use a CSV File as a Catalog or External Datasource [V1]

Use a CSV File as a Catalog or External Datasource

CSV files can be used as a Catalog in Field Settings. This article explains the process of importing your CSV files to Strato.


Requirements

Basic knowledge of Field Settings / Manager is required.


Instructions

  1. In the Field Settings, click Import external data under the Actions section.


  5. The Import external data window will appear. You can upload the CSV file here by dragging and dropping it or by choosing the file through your system's file browser.


  9. After uploading the CSV file, you can review its contents.


  12. CSV File
    Shows the file name and file size of the CSV file you uploaded. You can remove the file by clicking the Remove button on the right.
    Catalog Name
    The name of the Catalog. By default, this is set to the file name of the CSV file.
    Separator

    Select a separator for the CSV file.

    • Comma
    • Tab
    • Auto
    Preview

    Shows the content of the uploaded CSV file. The values in the first row function as the fields, and the rest are the possible values. You can do the following in this section:

    • You can set which field will be the Key ID and Description by hovering over your selected column and press either the Key ID or the Description button. In the sample below, ID is the Key ID and Full Name is the Description.


    • You can also set if the field should be treated as an email address by clicking the Email button.


    • You can also set each field's data type to Text, Number, True/False, or Date using the dropdown boxes under the field name.


      • For Date, an additional dropdown is shown that allows you to define how the system interprets the date values in the field.



  14. Once everything is done, click Save. Your newly created Catalog will appear in the EXT tab.


  18. Similar to other Catalogs, you can click on the Catalog to see its details, fields, and actions you can do with it.

When creating a new template, you can use your imported Catalog by clicking on the EXT tab.

The Fields in your imported Catalog also appears in the Field Selector.