How to Export CSV Data from Google Sheets and Import It into clariBI

Google Sheets is one of the most widely used tools for tracking business data of all kinds. Exporting your Google Sheets data as CSV and importing it into clariBI lets you unlock AI-driven insights on any dataset you maintain, from sales tracking to inventory management.

What You Can Export from Google Sheets

• Any structured spreadsheet data with headers and rows
• Financial tracking data (budgets, expenses, revenue)
• Sales and lead tracking records
• Inventory and product data
• Employee and HR records maintained in sheets
• Survey responses and form data (linked from Google Forms)
• Project tracking and task management data
• Custom business metrics and KPI tracking

Export CSV Data from Google Sheets

Method 1: Download Current Sheet as CSV

1. Open your Google Sheet in a web browser
2. Make sure you are on the specific sheet tab you want to export (CSV export only includes the active sheet)
3. Click File in the top menu bar
4. Hover over Download
5. Select Comma Separated Values (.csv)
6. The CSV file will download automatically to your computer

Method 2: Publish to Web as CSV

1. Open your Google Sheet
2. Click File > Share > Publish to web
3. Select the specific sheet tab you want to publish
4. Change the format dropdown from "Web page" to Comma-separated values (.csv)
5. Click Publish
6. Copy the generated URL to download the CSV at any time
7. You can also open the URL in a browser to download the file directly

Method 3: Export Multiple Sheets

1. If your workbook contains multiple sheets, navigate to each tab individually
2. For each tab, follow Method 1: File > Download > Comma Separated Values (.csv)
3. Rename each downloaded file to indicate which sheet it came from
4. Import each CSV separately into clariBI

Tips for Clean Exports

• Ensure your first row contains clear column headers as clariBI uses these to understand your data structure
• Remove any merged cells, empty rows at the top, or summary rows at the bottom before exporting
• If your sheet has multiple data tables on one tab, separate them into individual sheets before exporting

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select CSV File
5. Enter a descriptive name (e.g., "Google Sheets - Sales Tracker 2025")
6. Click the upload area or drag and drop your CSV file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "What are the key trends in this data and are there any outliers I should investigate?"
- "Show me a monthly summary with totals and growth percentages for each column."
- "What correlations exist between the numeric columns in this dataset?"

clariBI's AI will automatically analyze your data and suggest relevant insights.