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Use Data sources in the Create view menu to upload a study’s files. A dataset is separate from an attachment in the assistant conversation: its columns can supply variables and campaign recipients.

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Prepare and import the file

You need edit access. Prepare a CSV or XLSX file with headers and no more than 10,000 data rows. Choose a column with a nonempty, unique identifier on every row. Keep customer identifiers as text when leading zeroes matter.
1

Upload and preview

Select Upload a file, choose the file and, for a workbook, the worksheet. Inspect the detected columns and sample rows.
2

Choose the identifier

Set Identifier column. Check that each row represents the intended person. Duplicate or empty identifiers block import.
3

Confirm

Name the dataset, check the row count, and select Import. Reopen it with View all rows to find a known identifier and verify its values.
A numeric column contains only numeric filled cells; empty cells remain undefined. Fix the reported rows and import again after a rejection; rejected files do not partially replace the dataset.

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Choose the right entry route

A customer file keyed by a customer identifier makes the study personal-link only, even before a variable reads it. Participants enter through their own campaign invitation or personal test link. Open provider links cannot coexist with that file. Resolve any named provider conflict before import; do not remove a live provider merely to bypass the message. For a segmentation added after collection, retain the export’s consumer_survey_id column as the identifier. Every supplied identifier must belong to a respondent in this study. This kind of file can coexist with panel providers and fills file-reading variables for existing respondents. In Variables, define a variable that reads the dataset’s selected column or a link attribute. Review its type, missing-value behavior and uses in conditions or piping. A customer-file value or link attribute is fixed when the participant starts; adding it later does not fill earlier sessions. The respondent-ID file described above is the exception. The file’s key becomes a link attribute carried by its personal invitations. Provider-supplied attributes are values on the entry URL; configure the provider to pass the actual value. A declared attribute alone does not populate a variable. See Create a derived variable.

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Replace or remove a file

Replace requires the same columns and compatible types. Inspect the replacement before confirming. Existing sessions retain entry-time values. A dataset used by a variable or campaign cannot be deleted; remove those dependencies first when permitted. If the stored file is missing, replace it with the same source file to repair access.

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Check the result

Use a personal test link for a known synthetic row. Confirm the participant sees the intended values and that Responses stores them. For a respondent-ID file, compare the resulting variables with the original export identifiers.
The dataset card shows the key, detected columns and sample rows.

The dataset card shows the key, detected columns and sample rows.

Find a known identifier and check its values before using the file.

Find a known identifier and check its values before using the file.