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Importing data overview

Use Datasets to bring Excel or CSV data into RebelCore. The workflow has two parts:

Upload files  →  Create and build a module

After the module is complete, you can select it when creating a project.

Before you start

Confirm that:

  • Your role allows you to view and add datasets.
  • The files belong to the organisation shown in RebelCore.
  • You are authorised to upload the information they contain.
  • Column headings are present and understandable.
  • Related worksheets or files use compatible structures.

Remove unnecessary personal or confidential data before upload where your organisation’s policy requires it.

Workflow

1. Upload the source files

  1. Open Datasets under Workspace.
  2. Click the + button labelled Create/Continue Import.
  3. Enter a batch name.
  4. Click ADD FILES and choose the source files.
  5. Click Upload.

The batch appears in the Datasets table. Expand it to review the uploaded files.

Import files

2. Create the module

When the dataset is ready:

  1. Select CREATE MODULE.
  2. Review the source data.
  3. Choose the required hierarchy label.
  4. Review and optionally apply AI Data Advisor suggestions.
  5. Select an LLM exposure level.
  6. Click BUILD MODULE.

Create your dataset

3. Create a project

After the module build completes, select CREATE PROJECT or open Projects from the side menu. Choose the completed module when creating the project.

Understand status

StatusWhat to do
ProcessingWait for RebelCore to finish preparing the uploaded files.
CreatedSelect CREATE MODULE to continue.
CompleteThe module is ready for a project.
FailedExpand the dataset, review the error, and use RETRY where available.

Click Refresh if you are waiting for a status change.

Use names that remain meaningful later, such as:

  • UK Payroll - May 2026
  • Customer Cases - Q2 2026
  • Sales Pipeline - 2026-07-15

Avoid names such as test, upload 2, or latest.

Next steps