Uploading a CSV or Excel File

1. Go to Files in the sidebar

2. Either click the Upload file button in the top-right, or drag your file into the drop zone in the centre of the page

3. Select a CSV (.csv) or Excel (.xlsx, .xls) file from your computer

4. Wait for the upload and parsing to complete

You'll see a status message confirming the filename and row count once ready.

• CSV (.csv) — comma-separated values, the most common format for data exports
• Excel (.xlsx, .xls) — Microsoft Excel workbooks

Maximum file size is 50 MB. Your data stays private and is never shared.

• Include column headers in the first row — AskBiz uses these to understand your data
• Use clear column names like 'Product Name', 'Revenue', 'Quantity', 'Margin' rather than codes like 'COL_A'
• Remove blank rows or summary rows at the bottom of your spreadsheet before uploading
• If your Excel file has multiple sheets, AskBiz reads the first sheet