How to Upload an Excel File to FlowHunt Without Excel Integration: Step-by-Step CSV Import and Troubleshooting

What Is the FlowHunt CSV Upload Feature and When Should You Use It?

FlowHunt offers multiple ways to bring your data into its platform, including direct integrations (like Excel, Google Sheets) and manual file uploads. If you want to upload a single Excel document or a small number of files—without setting up the full Excel integration—the manual upload via CSV is a streamlined solution. This approach is especially useful when you have one-time data imports, need to quickly test a new workflow, or want to avoid connecting your Microsoft account.

The CSV upload feature lets you convert your Excel spreadsheet (.xlsx or .xls) into a universally accepted CSV (Comma-Separated Values) file, which you can then upload through the FlowHunt dashboard. However, keep in mind that this method does not enable real-time syncing; any changes to your original Excel document must be manually re-exported and re-uploaded.

How Do I Export My Excel File to CSV Format for FlowHunt?

Exporting your Excel data to CSV ensures compatibility with FlowHunt’s upload requirements. Here’s a step-by-step guide for both Windows and Mac users:

1. Open your Excel file in Microsoft Excel or a compatible spreadsheet editor (Google Sheets, LibreOffice Calc).
2. Clean your data:
   • Remove any extra formatting, merged cells, formulas, or special characters that may not translate well to CSV.
   • Ensure all columns have clear, consistent headers.
   • Only include the data you want to upload.
3. Export as CSV:
   • In Excel: Go to File > Save As.
   • Choose the destination folder.
   • In the ‘Save as type’ dropdown, select CSV (Comma delimited) (*.csv).
   • Name your file and click Save.
   • If prompted, choose to keep the current sheet only (each sheet must be saved as a separate CSV if you have multiple).
   • If working in Google Sheets: Go to File > Download > Comma-separated values (.csv, current sheet).
4. Check your CSV file:
   • Open the CSV in a text editor (like Notepad or VS Code) to ensure there are no strange characters, extra commas, or encoding issues.
   • Make sure the first row contains your column headers and each row has the same number of columns.
5. Use UTF-8 encoding:
   • Some systems default to other encodings; if your data contains non-English characters, save your CSV as UTF-8.

How Do I Upload a CSV File to FlowHunt Without Integration?

Once your data is in a clean CSV format, uploading to FlowHunt is straightforward:

1. Log into your FlowHunt dashboard: FlowHunt Sign In
2. Navigate to the section for data uploads or knowledge sources (this may be labeled ‘Upload CSV’, ‘Add Data Source’, or similar depending on your workspace setup).
3. Click the ‘Upload’ or ‘Select File’ button.
4. Choose your CSV file from your computer and confirm the upload.
5. Wait for the upload and processing to complete. Large files may take longer and will show a progress bar or confirmation message.
6. Review the imported data in FlowHunt to ensure it appears as expected.

Will Changes to My Excel Document Automatically Update in FlowHunt?

When using the manual CSV upload method, FlowHunt treats each upload as a static snapshot. This means:

• No automatic syncing: Editing your original Excel file (or the downloaded CSV) will NOT update the data in FlowHunt.
• Manual re-upload required: Every time you make changes to your Excel document, repeat the export and upload steps to refresh the data in FlowHunt.
• Consider integration for frequent updates: If you need automated syncing, consider setting up the full Excel integration in FlowHunt.

What Should I Do If I Get an ‘API Failed’ Error When Uploading My CSV File?

If your CSV upload fails with an ‘API failed’ error, the issue is likely related to file formatting, encoding, or size. Here’s how to troubleshoot:

Common Causes and Solutions

• File Formatting Issues:

  • Ensure there are no merged cells, hidden columns, or special formatting in your original Excel file.
  • All rows must have the same number of columns as the header row.
  • The file should not contain formulas or unsupported characters.

• CSV Encoding Problems:

  • FlowHunt requires UTF-8 encoding for CSV files. Re-save your file using UTF-8 if you have special characters (especially in languages other than English).
  • Open your CSV in a text editor, select ‘Save As’, and choose UTF-8 encoding.

• Size Limits:

  • Check FlowHunt’s documentation or consult your plan limits for maximum file size and row count.
  • Try uploading a smaller sample file to see if it processes correctly.

• Delimiter and Line Endings:

  • Ensure your CSV uses commas as the delimiter (not semicolons or tabs).
  • Make sure line endings are consistent (LF or CRLF).

• Corrupted File or Upload Issues:

  • Download your CSV again from Excel or Google Sheets.
  • Rename the file and try uploading once more.

Step-by-Step Troubleshooting Checklist

1. Open your CSV in a text editor and check for:
   • Extra blank lines at the end.
   • Inconsistent number of columns.
   • Unusual or non-printable characters.
2. Validate the CSV file using a CSV validator tool online (optional).
3. Try splitting a large file into smaller parts and upload one part to isolate issues.
4. Clear browser cache or try a different browser in case of session-related problems.
5. Review error logs or messages in FlowHunt (if available) for more specific details.

If these steps do not resolve your issue, save a copy of the file and contact FlowHunt support, providing details about your error and the steps you’ve taken.

Where Can I Find More Help or Documentation?

• FlowHunt CSV Output Documentation
• CSV Document Search Component
• FlowHunt Support Contact Page
• FlowHunt Knowledge Base

For persistent technical issues, reach out to FlowHunt’s support team with your CSV file and a description of the problem for expert assistance.