Using the Pipe builder
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 works best with the Google Chrome browser. Learn more about the system requirements.
Importing data
Before you can work with a pipe, you need to import some data to work with. Learn more...
In the Pipe builder toolbar, click .
In the search bar, type "Data". Click + Add tool. The Data tool is added to your pipe.
From the menu, choose one of the following options to add data to your pipe:
Import a local file by dragging the file onto the page.
Click Select data source from the drop-down menu, and then select the file you want to import.
Click Import data to 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...
In the Pipe builder, start either typing the tool name or click + Add tool.
In the 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...
In the Pipe buider, add the Export tool by either typing export or click + Add tool.
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.
Click Export now to export immediately, or Schedule export to schedule the export at a later time.