How to Edit and Update CSV Data from OneDrive into BrightGauge

Overview

This document describes how to update a CSV file and import its changes from Microsoft OneDrive® to BrightGauge™, a ConnectWise solution.

Upload Data from an Updated CSV

To edit and update a CSV from OneDrive to BrightGauge:

  1. Open the file in OneDrive or download the file to your computer.
  2. Update the data in the CSV.

    Important: Do not add, remove, or edit the column headers. Changing column headers will break the dataset in BrightGauge.
  3. Save the file with the same name. Do not change the file name.
  4. Upload the updated file to OneDrive to replace the old file.
  5. After your dataset syncs, your changes are reflected in BrightGauge.
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