> AI agents: this is one page from Mammoth Analytics documentation. The index of all pages as Markdown is https://docs.mammoth.io/llms.txt. Append `.md` to any docs URL, or send `Accept: text/markdown`, to get Markdown. # FAQ and common tasks > Quick answers to common Mammoth how-to questions on data import, transforms, automations, sharing, dashboards, access, and recovery, each linked to the full guide. This page answers the most common "how do I" questions, grouped by area. Each answer is short and links to the full guide. ## Getting data in ### How do I upload a file? Click **+ New Dataset**, choose **Upload**, drop your file or click **Upload file**, and click **Submit**. See [Uploading files](https://docs.mammoth.io/learn/data-sources/file-upload). The limit is 50 MB per file upload on every plan. See [Limits and quotas](https://docs.mammoth.io/learn/limits-and-quotas). ### How do I paste data from a spreadsheet? Click **+ New Dataset**, choose **Paste from Clipboard**, then click **Click to paste data** or press Ctrl+V. Name the dataset and click **Create new dataset**. See [Paste from clipboard](https://docs.mammoth.io/learn/data-sources/paste-from-clipboard). ### How do I import a file from a URL? Click **+ New Dataset**, choose **From URL**, enter the file URL, and click **Submit**. See [Import from URL](https://docs.mammoth.io/learn/data-sources/import-from-url). ### How do I send data to Mammoth from another system? Use a webhook. Choose **Webhooks** when you create a dataset, pick a **Dataset mode** of **Combine with older data** or **Replace the older data**, and click **Create new dataset**. See [Webhooks](https://docs.mammoth.io/learn/data-sources/webhooks). ### How do I add new data to an existing dataset? Open the dataset's preview panel, go to **Batches**, and click **Add new data**. You can also use the row's menu and choose **Add or Replace data**. See [Add or replace data](https://docs.mammoth.io/learn/data-library/add-or-replace-data/). ### How do I try Mammoth without my own data? Choose **Sample Files** when you create a dataset. See [Sample files](https://docs.mammoth.io/learn/data-sources/sample-files). ### How do I generate test data with AI? Click **+ New Dataset** and choose **Generate with AI**. Set the row count to **Let AI decide** or **User defined**. See [Generate with AI](https://docs.mammoth.io/learn/data-sources/generate-with-ai). ### How do I connect a database or business app? Add a connector, which follows the same flow for every source. See [Connectors](https://docs.mammoth.io/learn/connectors/) for the list and each connector's guide, and [Network requirements](https://docs.mammoth.io/learn/connectors/network-requirements/) for databases. ## Transforming data ### How do I switch to Draft Mode? Open the **More Pipeline options (...)** menu at the top of the Pipeline panel and turn on Draft Mode. Your changes then queue as Pending Updates until you click **Apply now**. See [Understanding the pipeline](https://docs.mammoth.io/learn/transform/understanding-the-pipeline). ### How do I remove duplicate rows? Use the **Remove duplicate rows** task and choose whether to compare **All columns**, **All columns, except** some, or **Only specific columns**. See [Filter, label & replace](https://docs.mammoth.io/learn/transform/filter-label-replace). ### How do I join two views? Use the Join task from Unify. Click **Select a view to join with**, define the key columns, choose the columns to bring in, and set the join type. See [Unify](https://docs.mammoth.io/learn/transform/unify). ### How do I use AI to transform a column? Open a View, click the **Describe your transformation** bar, and choose **Generative AI**. A Workspace Owner must add an external API key first. See [Generative AI](https://docs.mammoth.io/learn/transform/generative-ai/). ### How do I fix a pipeline task that failed? Click **Fix error** on the failed task card. The task's panel reopens with the problem highlighted. See [Pipeline health and error states](https://docs.mammoth.io/learn/transform/pipeline-health-and-error-state). ### How do I stop bad data from moving down the pipeline? Add a Data Check. Open the Transform menu, choose **Controls**, select **Data Check**, configure the check, and click **Apply**. See [Pipeline controls](https://docs.mammoth.io/learn/transform/controls/). ### How do I reuse a value across many filters? Create a Parameter. Click **New Parameter** in the Data Library, then reference it in your pipeline conditions. See [Parameters and snippets](https://docs.mammoth.io/learn/data-library/parameters-snippets/). ## Exploring data ### How do I get AI observations about my data? Click the **View Insights** button on the right side of the action bar, next to the Export button. See [View insights](https://docs.mammoth.io/learn/explore-discover/view-insights). ### How do I check the quality of my data? Click the **View Data Quality** button on a View to generate a Data Quality Report. See [Data quality report](https://docs.mammoth.io/learn/explore-discover/data-quality-report). ### How do I build a KPI from a column? Use the Metrics panel. See [Metrics panel](https://docs.mammoth.io/learn/explore-discover/metrics-panel). ## Automating ### How do I create an automation? In the Data Library, open the **Automations** tab, click **New automation**, and select the type. See [Creating an automation](https://docs.mammoth.io/learn/automations/creating-an-automation/). ### How do I refresh a dataset on a schedule? Create a **Dataset Refresh** automation, pick the datasets, and choose **On schedule** in the **Set Schedule** step. Only datasets connected to an API or database can be refreshed. See [Dataset Refresh](https://docs.mammoth.io/learn/automations/dataset-refresh/). ### How do I email a view to my team on a schedule? Create a **Messaging** automation, set the trigger, fill in the **Message settings**, and click **Send test email** before saving. See [Messaging](https://docs.mammoth.io/learn/automations/messaging/). ### How do I merge incoming files into one dataset? Create a **Data Consolidation** automation with a destination dataset and a source folder. See [Data Consolidation](https://docs.mammoth.io/learn/automations/data-consolidation/). ### How do I run an automation now? Open the automation and click **Run now**, or use **Run now** in the row's menu. The automation must be Active. See [Managing automations](https://docs.mammoth.io/learn/automations/managing-automations/). ### How do I pause an automation? Turn off **Status** in the detail panel, or turn off **Automation Status** in the row's menu. Turn it back on to resume. See [Managing automations](https://docs.mammoth.io/learn/automations/managing-automations/). ### How often can I schedule a refresh? The shortest interval depends on your plan: Free has no scheduled refresh, Starter refreshes weekly or less often, Team daily or less often, and Pro every 3 hours or less often. Hourly (every 1 hour) is not available on any self-serve plan. See [Scheduling](https://docs.mammoth.io/learn/automations/scheduling) and [Limits and quotas](https://docs.mammoth.io/learn/limits-and-quotas#schedules). ## Exporting and sharing ### How do I download a view? Click the download button in the View toolbar, select a format, and click **Confirm**. See [Download options](https://docs.mammoth.io/learn/export-share/download-options). ### How do I send a view to a destination after every pipeline run? Click **Export** in the View toolbar and choose a destination. The export becomes a task pinned to the end of your pipeline. See [Send to destinations](https://docs.mammoth.io/learn/export-share/send-to-destinations). ### How do I get a URL that always serves my latest data? Click **Export**, select **Live link**, and click **Apply**. Use **Copy** on the task in the pipeline panel to get the URL. Each View can have one Live Link. See [Live links](https://docs.mammoth.io/learn/export-share/live-links). ### How do I create a dashboard? Click **Dashboards** in the left sidebar, click **Create Dashboard**, and choose a View as the data source. Then describe what you want to the AI. See [Creating dashboards](https://docs.mammoth.io/learn/dashboard/creating-dashboards/). ### How do I share a dashboard? Open the dashboard in edit mode, click **Publish & Share**, and click **Publish**. Choose an **Access Type**, then copy the share link. See [Publishing and sharing dashboards](https://docs.mammoth.io/learn/dashboard/share-dashboard/). ## People and access ### How do I invite someone to my workspace? A Workspace Owner clicks **Invite Users** in User Management, enters email addresses, optionally assigns projects, and clicks **Apply changes**. See [Workspace settings](https://docs.mammoth.io/learn/workspace-management/workspace-settings/). ### How do I add someone to a project? Click the **Share** button in the Data Library header, or choose **Manage Users** in the project menu. See [Sharing a project](https://docs.mammoth.io/learn/projects/project-sharing/). ### How do I create a project? Open the project selector, choose **New Project**, and click **Create Project**. See [Creating a project](https://docs.mammoth.io/learn/projects/create-project/). ### What can each role do? See the [roles and permissions matrix](https://docs.mammoth.io/learn/security-overview/access-control/#roles-and-permissions-matrix). ### How do I create an API token? A Workspace Owner opens the **API Keys** tab, clicks **Create token**, enters a name and description, optionally picks a project, and clicks **Submit**. Copy the token straight away, because Mammoth shows it once. See [Workspace settings](https://docs.mammoth.io/learn/workspace-management/workspace-settings/#api-tokens). ## Recovery and monitoring ### How do I restore something I deleted? Open **Trash**, hover over the row, and click **Restore item**. Items stay in Trash for 30 days. See [Trash and recovery](https://docs.mammoth.io/learn/trash-recovery/). ### How do I see who changed something? Open **Monitor**, then the **Activity Log** tab, and filter the log. See [Activity Log](https://docs.mammoth.io/learn/monitor/activity-log). ### What limits apply to my plan? See [Limits and quotas](https://docs.mammoth.io/learn/limits-and-quotas). ### What do the terms mean? See the [Glossary](https://docs.mammoth.io/learn/glossary). --- Source: https://docs.mammoth.io/learn/faq.md ยท Updated: 2026-10-03