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Excel & Spreadsheets

Add structured data from spreadsheets to your knowledge base.

Supported Formats​

FormatExtensionSupport
Excel.xlsx, .xlsFull support
CSV.csvFull support
Google SheetsExport as .xlsxVia export

Uploading Spreadsheets​

  1. Go to "Knowledge Base"
  2. Click "Upload Document"
  3. Select your spreadsheet file
  4. Wait for processing

How Spreadsheets Are Processed​

WizChat processes spreadsheets by:

  1. Reading all sheets - Each worksheet is processed
  2. Extracting headers - Column headers become context
  3. Processing rows - Data is chunked intelligently
  4. Creating embeddings - Content becomes searchable

Example​

A spreadsheet like:

ProductPriceCategory
Widget A$29.99Electronics
Widget B$49.99Electronics

Becomes searchable content that can answer:

  • "What is the price of Widget A?"
  • "List all electronics products"

Best Practices​

Structure​

  • Use clear column headers
  • Keep data organized in tables
  • Avoid merged cells
  • Use consistent formatting

Content​

  • Include context in headers
  • Avoid abbreviations when possible
  • Keep related data together

File Preparation​

Before uploading:

  • Remove unnecessary sheets
  • Clean up formatting
  • Ensure headers are in the first row

Multi-Sheet Workbooks​

For workbooks with multiple sheets:

  • All sheets are processed
  • Sheet names provide context
  • You can view content per sheet

Limitations​

LimitationDetails
Max file sizeTier + file-type limited (Excel/CSV hard limit: 200 MB)
Complex formulasValues only, not formulas
Pivot tablesExpanded data only
ChartsNot extracted
Images in cellsNot processed

File Limits​

Excel/CSV uploads use both plan and file-type caps.

Effective per-file limit = min(plan limit, Excel/CSV hard limit)

  • Excel/CSV hard limit: 200 MB
PlanMax Excel/CSV Size
Free25 MB
Starter200 MB
Pro200 MB
Pro+200 MB
Business200 MB
Enterprise200 MB

See Subscription Plans for all file types.

Troubleshooting​

Processing Failed​

Common causes:

  • Corrupted file
  • Password protected
  • Unsupported features

Solution: Save as .xlsx or .csv and retry.

Data Not Searchable​

  • Check that column headers are meaningful
  • Verify data was extracted (view document details)
  • Consider restructuring the spreadsheet