Skip to main content

Symon.AI help center

Using the Pipe builder

Abstract

Import data, set up a pipe and create your first export.

Use the pipe builder to transform or clean up your data. You can import data, set up a pipe and create your first export.

Caution

Symon.AI only works on the Google Chrome browser. Please download Google Chrome.

Importing data

Before you can work with a pipe, you need to import some data to work with. Learn more...

  1. In the Pipe builder, start typing Data and then click Add Tool.

  2. From the Configure menu, click the Select data source drop down menu.

  3. Click + Import new data.

    • Import a local file by dragging the file onto the page.

    • Click Choose a file and then select the file you want to import.

    • Import data from a third party, select one of the options and then follow the steps to set up the connection for that third party.

Setting up a pipe

After you import your data, you can use it in your pipe. Use the data to transform or clean up your data. Learn more...

  1. In the Pipe builder, start either typing the tool name or click + Add tool.

  2. In the Configure menu, follow the prompts to set up the tool.

    Note

    Add as many tools as you require to the pipe.

Creating an export

After you set up your pipe, you're ready to export the data. You can export data from your pipe or from the Exports page. Learn more...

  1. In the Pipe buider, add the Export tool by either typing export or click + Add tool.

  2. In the Export configuration, click the Connection drop-down.

    • For a new connection, click + New connection. You're redirected to the Create a connection page. Follow the prompts to create an export connection.

    • For an existing connection, select the option from the drop-down.

  3. Click Export now.