> For the complete documentation index, see [llms.txt](https://docs.getinfinity.app/user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.getinfinity.app/user-guide/comprehensive-user-guide/1.-connecting-your-data/uploading-files-as-a-datasource.md).
# Uploading Files as a Datasource
This guide will walk you through the process of uploading files, such as CSV or Excel, as a data source.
#### 1. Click "settings"
Access the settings menu.
#### 2. Click "Datasources"
Navigate to the Datasources section.
#### 3. Click "ADD DATASOURCE"
Add a new datasource.
#### 4. Click "browse"
Select the browse option. Select the file that you want to upload.
#### 5. Select the file
#### 6. Rename, if needed
When uploading a file to the platform, you have the option to modify its name before finalizing the upload. The new file name will be the one stored and referenced within the platform.
**Requirements:**
* The file name **must be unique** across the platform.
* **No special characters or spaces** are allowed. Only **letters, numbers, hyphens (-), and underscores (\_)** are permitted.
* If a file name contains special characters or spaces, the system will display an error and prompt you to correct it.
* If a duplicate file name is detected, you will be asked to choose a different unique name.
#### 7. Click "Upload"
Upload the file.
#### 8. Click "NEXT"
Proceed to the next section.
#### 9. Select the file to add data descriptions
After clicking **Next**, you will be redirected to a page where you must provide **data descriptions** for the table. These descriptions play a crucial role in enhancing AI-generated insights.
#### 10. Review AI-generated data descriptions and make edits as needed. Then click "Complete"
**Why Data Descriptions Are Important**
* **Enhances AI Understanding**: The AI uses these descriptions to generate meaningful context when building charts and performing analyses.
* **Improves Accuracy**: Well-defined descriptions help the model interpret data correctly, leading to more relevant visualizations and insights.
* **Ensures Consistency**: Standardized descriptions allow for better data governance and usability across different users and reports.
### **Steps to Review and Edit Data Descriptions**
1. **Access the Data Description Page**
* After uploading your file, you will be directed to a page displaying the table name, descriptions, and column details.
2. **Review AI-Generated Descriptions**
* The platform will automatically provide descriptions for each column based on its name and detected data type.
* Ensure that these descriptions accurately reflect the meaning and purpose of each data field.
3. **Edit Descriptions as Needed**
* If any description is incorrect or unclear, click on the text box and update it accordingly.
* Provide clear, concise, and meaningful explanations to improve AI understanding and analytics accuracy.
4. **Confirm and Complete the Process**
* Once all necessary edits have been made, click the **"Complete"** button at the bottom of the page.
* This finalizes the descriptions and allows the AI to use them for enhanced data visualization and analysis.
#### 11. Click "Next"
Move on to the next step.
#### 12. Set Permissions. You can give access to the file to individual users or a role(s).
When adding a new data source, you can control access permissions to ensure that only authorized users or roles can view and manage the file.
### **Steps to Set Permissions**
1. **Assign User or Role-Based Access**
* Use the search bar to find specific roles or users.
* You can check individual users or roles from the list.
* Click **"Select all"** if you want to grant access to all users.
#### 13. Click "Save"
Save the changes.
