---
title: "R365 Intelligence: Importing New Data"
slug: "r365-intelligence-importing-new-data-1"
updated: 2026-04-13T15:36:05Z
published: 2026-04-13T15:36:05Z
canonical: "docs.restaurant365.com/r365-intelligence-importing-new-data-1"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing New Data to AI Dashboards

Import new data to expand or customize dashboards in R365 AI Dashboards. This process lets dashboard creators combine existing R365 data with external sources, such as Excel or CSV files, to build more complete insights.

New data is uploaded directly from local files and converted into datasets that appear in the *Datasets* section of AI Dashboards. Once imported, the data can be used in dashboards and visualizations.

> [!TIP]
> R365 Best Practice: Save Data Files in a Shared Location
> 
> R365 recommends maintaining imported date files in a shared location or directory and ensure all users have access to the files.
> 
> 
> 
> Keeping a shared version ensures that all users can access the data if maintenance, updates, or reimports are needed. If the original file is stored only on a local device, other users will not be able to maintain or refresh dashboards that depend on that data. Save shared files in a secure, accessible folder that all AI Dashboards users can reach. Use clear naming and organization to make it easy to identify the latest version of each dataset.

Read more about adding [data by object](/doc/docs/r365-intelligence-adding-data-by-existing-objects) or adding [data by dataset.](/doc/docs/r365-intelligence-adding-data-by-dataset)

---

## Video - How to Import External Data

[Embedded content](https://player.vimeo.com/video/1062115161?h=f40a7759b3&badge=0&autopause=0&player_id=0&app_id=58479)

---

## Adding New Data

To add new data to a new dashboard, follow these steps:

*Click steps to expand for additional information and images.*

**1) Open a dashboard in edit mode, and click the **New Data** button.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/30ec4bd8-940a-4636-baf2-9c60dacec707.png)

**2) Select the **File from Disk** option.**

This will allow users to select from the following file types:

- Excel
- CSV
- JSON
- Text
- SAS data files
- GeoJSON
- KML

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/15a540bd-57cf-452c-95be-7fea3beb56b9.png)

**3) To add files, click **Choose Files** or drag and drop data files to the dialog box.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/48fb340d-bcca-4b4e-aafb-448dda041fd1.png)

**4) Once the necessary data files are selected, click **Prepare Data** from the bottom right hand corner of the dialog box.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/afddae9b-8708-4363-84d8-dc96a933a224.png)

**5) If the file is an Excel workbook with more than one worksheet of data, users will be prompted with the **Select Worksheets** dialog box.**

From this dialog, users can make select one, multiple, or all worksheets to import. Then, click **Select**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/79145925-5615-4118-a83f-8776cab5d56d.png)

**6) If the tables on each Excel worksheet have the same set of objects, the **Group Tables** dialog box will open.**

Here, users can leave the checkbox **checked** to group all the data in a single table or **unchecked** to keep them in separate worksheets.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/9936ec7c-35b9-4be9-88dc-2389495df43a.png)

**7) Once selected, the **Preview** will open.**

Each file is converted to a separate table. In the top section, users will see a table view list of all the **Attributes** and **Metrics** being imported. The bottom section of the dialog shows the view of the data in the selected table. From this dialog, users can modify the data before it is imported.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/225fe97a-7bbc-4f15-8125-7d1813b93e8d.png)

**8) Once the attributes and metrics are reviewed, click **Finish.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/225fe97a-7bbc-4f15-8125-7d1813b93e8d.png)

**9) Once finish is selected, the data will be imported to the datasets section.**

Users can now [use this data to build visualizations](/doc/docs/r365-intelligence-editing-visualizations).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/1098cba7-8c7d-405b-a851-9a419e66f12b.png)