# CSVbox Docs

> Welcome to CSVbox documentation and help site!

- [Help Center](https://help.csvbox.io/index.md): Guides and reference for adding a production-ready CSV and Excel importer to your app with CSVbox.
- [Getting Started](https://help.csvbox.io/getting-started.md): Add a production-ready spreadsheet import feature to your web app in just a few minutes with CSVbox.
- [Add a Template](https://help.csvbox.io/getting-started/1-add-template.md): Configure the data model for your imports in your CSVbox dashboard.
- [Install the Code](https://help.csvbox.io/getting-started/2-install-code.md): Add a snippet of code to your app to start accepting spreadsheets from your users.
- [Receive Data](https://help.csvbox.io/getting-started/3-receive-data.md): Receive validated, ready-to-use spreadsheet data in your app through your destination, a webhook, or the client-side callback.
- [Dashboard Settings](https://help.csvbox.io/dashboard-settings.md): Configure the importer from the CSVbox dashboard: columns, validations, import steps, display, and AI features.
- [Sheet Options](https://help.csvbox.io/dashboard-settings/sheet-options-1.md): Sheet-level settings that control error display, data location, security, import screens, Excel formatting, and sheet transfer.
- [Bulk Add Columns](https://help.csvbox.io/dashboard-settings/add-columns-via-csv.md): Bulk add columns to a new sheet by providing the column info in a CSV file.
- [Validations](https://help.csvbox.io/dashboard-settings/validations.md): Column data types and validation options that check the format of incoming data in the importer.
- [Smart Date and Number Formats](https://help.csvbox.io/dashboard-settings/smart-date-and-number-formats.md): Automatically convert dates and numbers written in different regional formats, and ask users only when a value is unclear.
- [Sheet Tags](https://help.csvbox.io/dashboard-settings/sheet-tags.md): Group, find and filter your sheets on the Sheets page by attaching color-coded tags to them.
- [Import Analytics](https://help.csvbox.io/dashboard-settings/import-analytics.md): Track how users move through the CSVbox importer, from opening the widget to a successful import, to find drop-offs and errors.
- [Split Large CSV](https://help.csvbox.io/dashboard-settings/split-large-csv.md): Automatically split large CSV files into smaller parts for faster, more reliable imports with improved browser performance.
- [AI Pre-Import Transform](https://help.csvbox.io/dashboard-settings/ai-pre-import-transform.md): Restructure uploaded files with a plain-English AI instruction before they reach the column-mapping step.
- [AI Bulk Transforms](https://help.csvbox.io/dashboard-settings/ai-bulk-transforms.md): Let users modify column data with natural language prompts directly in the importer.
- [AI Function Generator](https://help.csvbox.io/dashboard-settings/ai-function-generator.md): Generate validation rules, transforms, virtual columns, and regex patterns using plain-language instructions.
- [AI Document Import](https://help.csvbox.io/dashboard-settings/ai-document-import.md): Extract structured tables from PDFs, images, and documents with simple, transparent pricing.
- [Document Metadata Fields](https://help.csvbox.io/dashboard-settings/ai-document-import/document-metadata-fields.md): Capture details such as author or invoice number straight from an uploaded file and import them as regular columns.
- [Columns](https://help.csvbox.io/sheet-settings/columns.md): Column configuration settings: names, labels, hints, matching keywords, defaults, types, and required or read-only flags.
- [File Upload](https://help.csvbox.io/sheet-settings/import-steps/file-upload.md): Settings for the first import step: language, file types, size limits, upload box, worksheet selection, import descriptions, and how Excel dates, times, and numbers are read.
- [Select Header](https://help.csvbox.io/sheet-settings/import-steps/select-header.md): Settings for the step where users pick the row that holds their column headers, including how to set the default header row.
- [Map Columns](https://help.csvbox.io/sheet-settings/import-steps/map-columns.md): Settings for the column mapping step: control how users match file columns to template fields, and whether they can submit unmapped columns or ignore columns.
- [Verify Data](https://help.csvbox.io/sheet-settings/import-steps/verify-data.md): Settings for the data review step: row display, search, export, date correction, AI bulk edits, validation limits, and invalid data handling.
- [Results](https://help.csvbox.io/sheet-settings/import-steps/results.md): Settings for what users see when an import finishes: closing the dialog, a redirect URL, custom messages, the Resubmit button, and error text.
- [Display](https://help.csvbox.io/sheet-settings/display.md): Control the importer dialog size, theme, logo, custom styling, and Cancel button, and reuse the same styling across sheets.
- [Security](https://help.csvbox.io/sheet-settings/security.md): Control where user data is stored, which domains can embed the importer, and how files are retained.
- [Code Snippet](https://help.csvbox.io/sheet-settings/code-snippet.md): Install the importer with your sheet's code snippet, find the license key that ties the importer to it, and share the sheet's import link.
- [Sheet import & export](https://help.csvbox.io/sheet-settings/sheet-import-export.md): Copy a sheet to another CSVbox account, or duplicate it within the same account.
- [Data Transforms](https://help.csvbox.io/sheet-settings/data-transforms.md): Bulk edit the dataset with JavaScript before CSVbox pushes it to your system.
- [Validation Functions](https://help.csvbox.io/sheet-settings/validation-functions.md): Validate imported data with custom JavaScript row and column functions.
- [Virtual Columns](https://help.csvbox.io/sheet-settings/virtual-columns.md): Create new columns by applying custom data transformation logic.
- [Advanced Installation](https://help.csvbox.io/advanced-installation.md): Additional importer options and features for dynamic columns, custom validation, data transforms, and API automation.
- [Dynamic Columns](https://help.csvbox.io/advanced-installation/dynamic-columns.md): Add new columns to the sheet at run time through the installation code.
- [Server-Side Validation](https://help.csvbox.io/advanced-installation/server-side-validation.md): Validate submitted data at your server and report errors back to users for correction and re-upload.
- [If/Else Builder](https://help.csvbox.io/advanced-installation/if-else-builder.md): Add conditional validations and data transforms to a sheet without writing JavaScript.
- [REST File API](https://help.csvbox.io/advanced-installation/rest-file-api.md): Submit spreadsheet files to CSVbox programmatically with the REST File API.
- [Auth API](https://help.csvbox.io/advanced-installation/auth-api.md): Authenticate CSVbox API requests with a header-based scheme that validates both your API Key and Secret API Key.
- [Sheet API](https://help.csvbox.io/advanced-installation/sheet-api.md): Create and manage CSVbox sheets and their column configurations programmatically.
- [List sheets](https://help.csvbox.io/advanced-installation/sheet-api/list-sheets.md): Returns a paginated list of sheets owned by the authenticated API user.
- [Get a sheet](https://help.csvbox.io/advanced-installation/sheet-api/get-sheet.md): Fetches a single sheet owned by the authenticated API user, looked up by sheet_id or slug (sheet_license_key).
- [Create a sheet](https://help.csvbox.io/advanced-installation/sheet-api/create-sheet.md): Creates a new sheet importer.
- [Replace a sheet](https://help.csvbox.io/advanced-installation/sheet-api/replace-sheet.md): Fully updates an existing sheet. All provided fields will overwrite existing values.
- [Update a sheet](https://help.csvbox.io/advanced-installation/sheet-api/update-sheet.md): Partially updates an existing sheet. Only provided fields will be updated. Fields not included will remain unchanged.
- [CSVbox MCP Server](https://help.csvbox.io/advanced-installation/mcp-server.md): Create, validate, and update CSVbox sheets from any MCP client, such as Claude Desktop, Cursor, or VS Code, using plain-language prompts.
- [Import Links](https://help.csvbox.io/advanced-installation/import-links.md): Share a no-code import link to accept spreadsheet files from your users without a website or an app.
- [Environment Variables](https://help.csvbox.io/advanced-installation/environment-variables.md): Pass dynamic values at importer initialization and reference them in your sheet settings and JavaScript code.
- [Data Destinations](https://help.csvbox.io/destinations.md): Destinations where CSVbox can push the data your users upload, from webhooks and databases to cloud storage and no-code apps.
- [None](https://help.csvbox.io/destinations/none.md): Don't push uploaded data anywhere; files stay downloadable from the CSVbox admin.
- [Test API](https://help.csvbox.io/destinations/test-api.md): Validate your CSVbox setup with a unique testing endpoint before wiring up your own backend.
- [API / Webhook](https://help.csvbox.io/destinations/api-webhook.md): Receive uploaded data at your own webhook endpoint as JSON, XML, or FORM Data.
- [Amazon S3](https://help.csvbox.io/destinations/amazon-s3.md): Push uploaded files to the AWS S3 bucket of your choice.
- [FTP Server](https://help.csvbox.io/destinations/ftp-server.md): Push uploaded files to your FTP server.
- [MySQL](https://help.csvbox.io/destinations/mysql.md): Import CSV files and Excel sheets directly into your MySQL tables.
- [PostgreSQL](https://help.csvbox.io/destinations/postgresql.md): Import CSV files and Excel sheets directly into your PostgreSQL tables.
- [SQL Server](https://help.csvbox.io/destinations/sql-server.md): Import CSV files and Excel sheets directly into your SQL Server tables.
- [MongoDB](https://help.csvbox.io/destinations/mongodb.md): Import CSV files or Excel sheets into your MongoDB collections.
- [Google Sheets](https://help.csvbox.io/destinations/google-sheets.md): Import CSV files and Excel sheets directly into Google Sheets.
- [Airtable](https://help.csvbox.io/destinations/airtable.md): Import CSV files and Excel sheets directly into your Airtable tables.
- [Bubble](https://help.csvbox.io/destinations/bubble-io.md): Import customer CSV data to your Bubble app database with the CSVbox importer.
- [Notion](https://help.csvbox.io/destinations/notion.md): Import customer CSV data to your Notion database.
- [Zapier](https://help.csvbox.io/destinations/zapier.md): Push user CSV data to Zapier as a trigger and move it to any connected app.
- [Webflow](https://help.csvbox.io/destinations/webflow.md): Import customer CSV data to your Webflow CMS.
- [Hasura](https://help.csvbox.io/destinations/hasura.md): Push uploaded spreadsheet data straight into a table exposed by your Hasura GraphQL API.
- [Softr](https://help.csvbox.io/destinations/softr.md): Collect spreadsheets from users and push clean data to your Softr database.
- [Google BigQuery](https://help.csvbox.io/destinations/google-bigquery.md): Import CSV or Excel data directly into your Google BigQuery tables using CSVbox.
- [Supabase](https://help.csvbox.io/destinations/supabase.md): Import CSV and Excel data directly into your Supabase tables.
- [Neon](https://help.csvbox.io/destinations/neon.md): Push your CSV files and Excel sheets directly into your Neon (serverless Postgres) database.
- [Xano](https://help.csvbox.io/destinations/xano.md): Send your CSV or Excel sheet data to a Xano API endpoint, with columns mapped to the endpoint's input fields.
- [Xero](https://help.csvbox.io/destinations/xero.md): Send your CSV or Excel sheet data to your Xero organisation, including contacts, invoices, payments, and bank transactions.
- [OpenAPI](https://help.csvbox.io/destinations/openapi.md): Send your CSV or Excel sheet data directly to any API described by an OpenAPI specification.
- [n8n](https://help.csvbox.io/destinations/n8n.md): Push user spreadsheet data to n8n and connect your imports to any app it supports.
- [Pipedream](https://help.csvbox.io/destinations/pipedream.md): Import your CSV or Excel data directly into your Pipedream workflows with CSVbox.
- [Automation Platforms](https://help.csvbox.io/destinations/automation-platforms.md): Send CSVbox imports to Zapier, n8n, Make, Workato, or any workflow automation tool with one universal setup.
- [Private Mode](https://help.csvbox.io/destinations/private-mode.md): Keep user data off CSVbox servers and data stores by processing imports entirely in the client browser.
- [Account](https://help.csvbox.io/account.md): Answers to common questions about CSVbox orders, billing, subscription renewals, plan changes, and import quotas.
- [Teams](https://help.csvbox.io/account/teams.md): Organize and control access to CSVbox by adding team members.
- [Performance Benchmarks](https://help.csvbox.io/performance-benchmarks.md): See how CSVbox performs with different file sizes, row counts, and validation workloads.
- [Changelog](https://help.csvbox.io/change-log.md): A record of all notable changes made to the application.
- [Privacy Policy](https://help.csvbox.io/legal/privacy.md): Revision Date: 13 April 2021
- [Terms of Use](https://help.csvbox.io/legal/terms.md): Last updated: 02 December 2025
- [Cookie Policy](https://help.csvbox.io/legal/cookie-policy.md): Last updated January 31, 2022
- [User Data Policy](https://help.csvbox.io/legal/data-policy.md): Revision Date: 06 April 2023
- [GDPR](https://help.csvbox.io/legal/gdpr.md): At CSVbox we take data protection and privacy seriously. We firmly believe in respecting our customers and their respective users’ privacy rights.
- [Data Processing Addendum](https://help.csvbox.io/legal/gdpr/data-processing-addendum.md): Last Modified: April 22, 2026
- [SOC 2 Type 2](https://help.csvbox.io/legal/soc-2-type-2.md): Find out how CSVbox is setting the benchmark for the privacy and confidentiality of customer data through its SOC 2 Type 2 compliance.

## OpenAPI Specs

- [docs?api-docs](https://app.csvbox.io/docs?api-docs.json)


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