Using the New Import Experience

Before beginning the process for creating a new dataset, log in to your Socrata domain. Once logged in, there will be a gray navigation bar at the top of the page. From there open the ‘Create’ drop down and select ‘Dataset’’ to start making your new dataset.

Note: Don't see the “Create” button? Please check that you have the appropriate user role to upload a dataset, here.

From the classic import experience, there will be a blue bar with a link to try the new workflow. Upon clicking the link you will be prompted for a ‘Dataset Name’ and then brought to the draft page for the dataset, where you can select a data source and edit your dataset’s metadata.

**The dataset title can be edited later on before publishing, so feel free to put in placeholder text if you need more time.**

Choosing a Data Source

There are a number of options for populating this dataset. Click on the ‘Add Data’ button to get started with selecting a Data Source.

Uploading a Data File

From this tab, you can upload tabular data, in the formats of .csv, .tsv, .xls, and .xlsx, by dragging the file into the right-hand box or by browsing for the source file on your computer. You can also upload unstructured data files. For a full list, see our article on accepted source files.

Import Data from a URL

From this tab, you can import a tabular dataset (.csv, .tsv, .xls, .xlsx file types) that is hosted externally.

Link to an External Data Source

Alternatively, you can link to an External Data Source. You will be able to link multiple files to one dataset and link multiple datasets to the overall External Data Source.

Review Data

After importing tabular data, a data table preview will be available for you to review and modify.

Import Errors

Any records with errors recognized by the tool will not be imported at all. Note that this is a departure from our previous upload tool’s handling of errors. More details of the errors can be accessed underneath the column data type:

Or by using the ‘Export Errors’ button:

This will only export records that could not be uploaded. The file will also contain more detail on why a row will not be imported.



If the errors cannot be resolved by selecting a different data type, you can update your dataset in an external tool, then select the new data source to import with by going back to the ‘Choose Data Source’ tab from the ‘Preview’ screen.

Note: After a data source has been imported, changing the data source to Link to an External Source will no longer be possible. The restriction also exists if you start with linking to an External Data Source, you will not be able to change to importing a data source. 

If you need to change or import a new version of the source file to this dataset, you can do so from this page. Additionally, from the Data Sources list you can revert to a previously imported dataset

Dataset Level Formatting

From the Preview window, you will be able to configure the dataset by designating the Header Row, Column Separator, Character Encoding of the source file and Quote Character. From the side bar, you can add a new column or a georeferenced location column using location data from the dataset.


Column Level Formatting and Transformations

From the data table preview, you can perform the column level actions of: selecting a Data Type, formatting how column data is rendered, performing Data Transforms, removing columns from the dataset, and reordering the columns.


Adding Metadata

Before a dataset can be published, all required fields for the dataset metadata must be filled out. These fields can be accessed from the dataset draft page by clicking the ‘Edit Metadata’ button.

Dataset Metadata

Metadata is descriptive data about the dataset. Here are the different kinds of information you can provide about your platform dataset.

Dataset Title (required): The minimum amount of metadata required is a title for the platform dataset. This has to be unique from all other datasets and views on the site.

Brief Description: Any details you want to provide to elaborate on the title, even summarizing the different metadata information you are providing.

Category: You can select from a list of default categories which best encompasses the kind of data your dataset will hold. These defaults are: No category, Business, Education, Fun, Government and Personal. Administrators can configure more categories as options.

Tags and Keywords: You can add in words which will help make your dataset more searchable on the data portal. Tags will need to be added one at a time.

Licensing & Attribution:You can set the licensing terms for the data file, to appropriately reference your sources if people which to share it. To view the licensing options we support refer to the article Which licensing option should I use? You can name the Individual or Organization where you sourced the data from and provide a link if one is available.

Attachments :You will be able to attach files such as PDFs and images once the data file has already been imported by going to the About panel > Edit Metadata once the data file has been fully imported.

Column Metadata

Column metadata is descriptive information about the columns in the dataset. From this tab you will also be able to edit the Name and API Field Name of the dataset columns.

Collaboration and Publishing

Prior to publishing the dataset, it will exist as a working copy and can be accessed from the Asset Inventory. This allows you to complete different stages of the dataset at different times and can be completed by different contributors.



Revision log

Any changes made on the dataset, such as schema modifications, changing data sources, etc., will show up in the revision log on the right-hand side of the dataset draft page. You will be able to view the changes made to the data schema by clicking on the ‘Schema’ link in the revision log. This will bring you to the data preview version of the changes that were made. To use those settings, select ‘Save’ from the bottom right corner of the data table.




Once you are finished creating the dataset and are ready to publish, click the ‘Publish Dataset’ button from the draft page. Then, select the desired visibility permissions for the dataset and click ‘Done.’ You have now finished publishing a dataset using the new Data Import Experience!

After a dataset is published, you can change the privacy of a dataset by navigating to the Manage panel > Permissions.

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