There are several ways to import data to Summit.

  • Local File: Local files have several advantages over connectors. Anyone can upload a CSV file using Summit's user interface and replace it when needed. These files can be in Dropbox©, Google© Drive, or on your local computer. The drawback to local files is that they cannot be scheduled to update, and there is a file size limit for uploads. If your dataset needs to be automatically updated, a Connector must be used.
  • Connector: A connector is a tool built to automatically pull data from Dropbox, Google Drive, or a database. Summit has several built in connectors. When possible, this is the best way to get data from a remote data source or a database.

Upload a local file

The local file must be a .csv file type, not .txt, .xls or .xlsx. There is a limit of 1GB of data or ten minutes. To upload a local file, use the following steps:

  1. Select the Sources tab.
  2. Select Upload a File.
  3. Browse to the location of the file and select it. The data is uploaded and a dialog is shown.
  4. In the dialog, enter the information for naming and categorizing the table that will be created from the file, such as:
    • Name
    • Category
    • Defining a primary key(s)
    • Selecting a tab, when there are multiple
  5. Select Create Table. A table with the data is created.

Next, you can create a dataset from the table. See the topic Managing Summit Datasets.

Upload data using a Connector

  1. Select the plus button in the Connected Sources pane.

  2. Select a source and enter a name. Select Add Source.

    1. You can also reach this menu by selecting your username on the top right, then selecting Settings

    2. Select Integrations, then Add Integration.
  3. Choose the connector you want to use. Specific instructions will be shown based on the connector chosen.


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