Dataset settings

Each dataset has a settings menu for managing how it's named, organized, and connected.

Hover over any dataset in the left sidebar and click the ⋮ icon to open its settings menu. The available options are:

• Open in new tab — opens the dataset in a separate browser tab

• Edit — rename the dataset or update its description

• Duplicate — creates a full copy of the dataset, including its structure and data

• Import data — add more rows to an existing dataset from a CSV, XLS, or XLSX file

• Manage connections — set up data connections between this dataset and others

• Move to another system — relocates the dataset to a different system in your workspace

• Download data — exports the dataset as a file (see below)

• Delete — removes the dataset and all its records

Download data

Click Download data to export your dataset. Before downloading, you can configure exactly what gets exported.

Format Choose your export format from the Download as? dropdown — CSV or Excel.

Setup Configuration For each column in the dataset, you can control three things:

• Value to Expose — for columns that reference other records (such as a Team Member column), choose which data to export: the raw value, name, email address, phone number, or other available fields

• Show Data in — for columns that may contain multiple values, choose how they appear in the export:

  • Separate Columns — each value gets its own column

  • Join as Comma Separated Values — all values are combined into a single cell

• To Include — toggle off any columns you don't want in the export

Import data into an existing dataset

Use Import data to add new rows to a dataset that already exists — for example, loading a new batch of contacts into an existing Contacts dataset.

The import follows the same four steps as creating a dataset from a file: upload, select header row, match columns, and validate. For the import to work correctly, the column names and types in your file must match those already in the dataset. Mismatched columns will show a validation warning before you can proceed.

Manage connections

Manage connections lets you sync data between datasets — either pushing data out to another dataset or pulling data in from one.

• Forward To — defines a connection where this dataset sends column data to another dataset

• Accept From — defines a connection where this dataset receives data from another dataset

When adding a connection, you choose which columns to include and can set logic to control when and how data flows between them. Click + Add Connection to configure a new connection.