Import CSV data

A CSV file contains tabular data separated by a delimiter, typically (but not always) a comma. The comma, the semicolon (;) and the tab character are the only delimiters that Keatext supports.

If you're a free trial user or use our basic plan, then you can only import data from a CSV file. As a workaround, you may be able to export your data from Zendesk or Salesforce to a CSV file if your plan allows it, then import that file to Keatext. Be careful though: our free trial and our basic plan have a limit of 1500 comments, so make sure your file isn't too big. A CSV file also cannot exceed 100 MB.

Feel free to grab our sample CSV file if you're just experimenting with Keatext.

Here's a tiny CSV file with three fields—Date, Review and City—separated by a comma. The first row is a list of field names and each subsequent row contains a record. In this case, a record is a comment made on a given date about a certain apartment rental.

2014-05-30,"Very cute place in the BEST location possible",Madrid
2016-02-19,"Lovely views and filled with light",Montreal
2012-07-10,"The apartment was nice and matched the photographs",Berlin
2014-06-23,"Amazing place with a breathtaking view of the downtown area",San Francisco

Date fields are not mandatory, but you'll need at least one to filter your records by date or use a time visualization. The field can be named however you like; Keatext will detect date fields automatically if they have a valid format.

Create your project

An ill-formed CSV file can cause issues during text analysis. You should run your file through a tool like CSV Lint to make sure it's well-formed. Be careful if you're trying to validate private data—CSV Lint keeps a public list of validation reports.

Your CSV file cannot exceed 100 MB and must be encoded in UTF-8. Additionally, make sure it uses a carriage return and a line feed (CRLF) for new lines.

  1. In the navigation bar, click Projects.
  2. In the top left corner of the grid, click Create new project.
  3. Give your project a name and (optionally) a description.
  4. Click Next step
  5. Select Create new dataset.
  6. Give your dataset a name and (optionally) a description.
  7. Under Data source, select Import a CSV file.
  8. Click Choose file, find your CSV file and click Open.

At this point, Keatext will look at your data and try to figure out what the delimiter is, what the fields are and what data types are used (numbers, dates, etc). Keatext is usually pretty good at this, but sometimes it makes mistakes:

  1. Under Delimiter, make sure the right delimiter is selected.
  2. In the Name column, make sure the right field names were detected.
  3. In the Type column, make sure the right data types were detected.
  4. If dates weren't recognized as such, make sure they have a valid format.

All that's left is deciding which fields need to be analyzed and which fields should be available as filters.

Check or uncheck fields under the Analyze and Filter columns as you please, but keep in mind that you need to analyze at least one field and that fields cannot be analyzed unless they contain text (the data type is String). Fields left unchecked under both columns will be excluded from your dataset.

Once you're happy with the configuration, click Link dataset and sit back. You're done!

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