The File Upload source lets you upload entity data directly into a connector. The uploaded file type must match the file type configured in the connector settings.
Note: You can also upload entity data via the Entity Upload tool in the Knowledge Graph (Excel and CSV only). This is a separate process from the Connectors framework. See the Upload Entities to Yext help article for more information.
Supported File Types
| Format | Accepted Extensions |
|---|---|
| Excel |
.xlsx, .xls
|
| CSV |
.csv, .tsv, .psv, .txt, or any delimited file |
| JSON | .json |
File Settings
Excel
Extract Sheets
Specify which sheets to extract from the workbook:
| Option | Behavior |
|---|---|
| Entire Workbook | Extracts all sheets |
| Specific Sheet(s) | Enter individual sheet numbers or a range. The first sheet is 0. Use commas for individual sheets and dashes for inclusive ranges. For example, 0,2-5,7-9 extracts sheets 0, 2, 3, 4, 5, 7, 8, and 9. |
Merge Sheets
If extracting multiple sheets, specify how to merge them. Leave as default if extracting a single sheet.
| Option | Behavior | Best For |
|---|---|---|
| Horizontally | Each new sheet's columns are appended to the right of the previous sheet | Same entities across sheets, with additional fields per entity (row 2 in Sheet 1 = same entity as row 2 in Sheet 2) |
| Vertically | Each new sheet's rows are appended below the previous sheet | Different sets of entities across sheets |
Has Header Row
| Option | Behavior |
|---|---|
| On | The first row is treated as column headers (e.g., Name, Address, Description) and excluded from data processing |
| Off | The first row is treated as data and included in processing |
CSV (or Any Delimited File)
Delimiter
| Option | Behavior |
|---|---|
| Comma (default) | Columns are delimited by a comma |
| Custom | Specify a different delimiter character. Rows are always delimited by a new line. |
Has Header Row: Same behavior as described for Excel above.
JSON
When uploading a JSON file, specify whether the file contains data for a single entity or multiple entities.
If the file contains a list of entities, provide the JMESPath expression for the entity container so the connector can identify and extract the nested data for each entity.
Limitations
- Invisible sheets are skipped and will not be processed.
- Formulas are not executed. If a cell contains
=A1+B2, the connector will read it as the literal string=A1+B2, not the computed value.