Importing Data

Use Import Data to upload spreadsheets/documents and review extracted teams, locations, and more.

Importing Data

MatchGrid includes an Import Data hub that lets you upload files and track import jobs.

Import Data page showing tabs for Upload Files, Web Sources, Jobs, and more
The Import Data page provides options to upload files and track import jobs

Open Import Data

  1. Click Settings in the sidebar
  2. Click Import Data in the settings menu (or go to /settings/import-data)

At the top, you’ll see:

  • Page title: Import Data
  • Action button: Run Action
  • Tabs:
    • Upload Files
    • Web Sources
    • Jobs
    • Classify
    • Archives

Upload files (most common)

  1. Click the Upload Files tab
  2. Click the Start Uploading button
  3. In the upload screen, either:
    • Drag and drop files into the dropzone, or
    • Click the dropzone to browse and select files
  4. Click Continue (single file) or Process N Files (multiple files)
Upload screen with drag-drop area
Drag and drop files into the upload area or click to browse and select files

Supported formats (as shown in the app)

  • Excel (.xlsx, .xls)
  • PDF
  • Word (.doc, .docx)
  • CSV
  • Images (PNG/JPG/GIF/WebP)

Track progress

  1. Click the Jobs tab to see imports that are processing or completed
  2. Click any job row to view its details and status
Jobs tab showing import status
Track import progress and view completed jobs in the Jobs tab

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