Connect a CSV file with Bold Data Hub

The Bold Data Hub CSV connector loads data from a CSV (Comma Separated Values) file into Bold Reports^®. A CSV file is a simple text file that stores data in a table format. Each line represents a row, and a comma separates each value in the row. CSV files are commonly used to import and export data between applications like Excel, databases, and reporting tools.

Example Configuration

The Bold Data Hub CSV connector uses the FileSystem extractor with type: csv, as this YAML template shows:

version: 1.0.1
encrypt_credentials: false
union_all_tables: true
add_dbname_column: false
use_snake_casing: true
plugins:
  extractors:
  - name: FileSystem
      connectorname: FileSystem
      schemaname:
      config:
      properties:
        storage: local
        type: csv
        filePath: C:\BoldServices\app_data\elt\connectors\products.csv
      metadata:
      select:

How do I connect a CSV file in Bold Data Hub?

You connect a CSV file by creating a pipeline in Bold Data Hub, adding the CSV template, and pointing the filePath property to your uploaded file.

Click the Data Hub icon on the Navigation Pane.
Click Add Pipeline and enter a name for the new pipeline.
Select the newly created pipeline and add the CSV template.
Click the Upload File button to upload your CSV file.
Copy the file path and paste it into the filePath property.
Click Save and choose the destination to save the pipeline.

Creating a pipeline in Bold Data Hub automatically creates a data source in Bold Reports^®. The Bold Reports^® data source is a live data source to the destination database used in Bold Data Hub.

CSV Data Hub - Reports

How do I schedule the CSV pipeline?

You schedule the CSV pipeline in Bold Data Hub from the schedules tab, or you run it on demand.

To configure interval-based scheduling, click the schedules tab, select the created pipeline, click the schedule icon, and configure the schedule.
For an on-demand refresh, click the Run Now button.
Check the schedule history with the history option and the logs.
Click Logs to see whether the run is completed and the data source is created in Bold Reports^®.