Importing from Excel / CSV¶

Stackify can create a new card directly from an Excel (.xlsx) or CSV file. The AI automatically maps columns to fields and infers the correct field type for each column.

Import a file¶

1. From the home screen, click + → Import file.
2. Drag and drop your file onto the upload area, or click Browse to select it.
3. Stackify reads your file and displays a field mapping preview:
4. Each column from your file appears as a field.
5. A detected field type is shown next to each column name.
6. Review the mapping:
7. Rename any field by clicking its name.
8. Change a field type using the dropdown.
9. Uncheck any columns you don't want to import.
10. Click Import to create the card.

Once the import completes, you land in the new card's grid view with all your data loaded.

AI-generated metadata¶

After import, Stackify's AI automatically generates:

• A suggested card name based on your data
• A card description
• A description for each field
• Suggested tags and categories
• Data quality warnings (e.g. missing values, inconsistent formats)

You can accept, edit, or dismiss each suggestion before saving.

Import into an existing card¶

You can also add rows to an existing card from a file:

1. Open the card and click Import in the toolbar.
2. Upload your file and map the columns to the card's existing fields.
3. Click Import to append the rows.