Importing data overview

Importing data is a multi-step process that maps to the first two stages of the Medallion architecture:

Bronze (raw)         →    Silver
Import files into         Create your dataset
a batch                   from the batch

Stage 1 is fast — you upload CSV / Excel files and run them through. Stage 2 is where the structure work happens — you build a dataset module that becomes part of your project.

When to import

Typical times you’ll start an import:

• A new project has just been created and has no data yet.
• A customer has sent you updated source files.
• An earlier import had issues and you need to redo it.

The flow at a glance

Stage 1 — Import files (raw / bronze)

1. Create an import batch — sits inside the project, groups the files you’re about to upload.
2. Upload CSV / Excel files into the batch.
3. Run the import — RebelCore™ parses the files. The batch moves to status Created.

Stage 2 — Create your dataset (silver)

4. Open the Module Dataset Builder for the batch.
5. Pick the hierarchy / labels, review the AI Data Advisor’s suggestions.
6. Click BUILD MODULE — the dataset is now part of your project.

After stage 2 the dataset shows up in the Tree, where you do the gold-tier curation. Each step is incremental — you can leave a batch half-done, come back tomorrow, and pick it up.

Caution

Importing files alone isn’t enough — until you Create your dataset from the batch, the data won’t appear in the Tree. The CREATE DATASET action on the Datasets page is what links an upload to a project.

Tracking status

Open the Imports page from the side menu (it shows the heading Datasets) to see all batches and their status:

• Draft — batch exists, files may or may not be uploaded yet.
• Processing — RebelCore™ is parsing the uploaded files.
• Created — files parsed; batch is ready to be built into a dataset (the CREATE DATASET action appears).
• Built / linked — dataset is part of a project. The Dataset Availability column shows its label path.
• Failed — something went wrong; click the batch for details.

What’s next

When you’re ready to do an import end-to-end:

1. Import files — bronze stage, get the data in.
2. Create your dataset — silver stage, give it structure.
3. Explore the Tree — gold stage, select what matters.