> For the complete documentation index, see [llms.txt](https://docs.valorx.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.valorx.com/valorx-wave/matrix/matrix-import-and-export.md). # Matrix Import and Export Move data in and out of your Matrix without leaving the record. Import brings data from an Excel file into your Matrix, updating existing records or inserting and updating new ones. Export takes the data currently in your Matrix and generates an Excel file you can edit offline, share, or use as the starting point for your next import. ## Importing Data into Matrix Import an Excel file directly into your Matrix to update existing records or insert and update new ones, without leaving the Matrix view. {% hint style="warning" %} #### Note: Import currently supports horizontal matrix orientation with a single-level X-axis only. {% endhint %} ### Before You Import Import works best when your file stays close to its original structure. {% hint style="success" %} #### What You Should Do: * Only import Excel files exported directly from Wave Matrix. * Update only the Data-axis and Y-axis cells needed for your use case. * Keep anchor field values and record IDs unchanged for single-object matrices. * Keep the overall file structure as-is. {% endhint %} {% hint style="danger" %} #### What You Should Not Do: * Add or remove rows or columns. * Modify column headers (Y-axis, X-axis, or Data measure columns). * Rearrange or move X-axis columns. * Modify the layout of merged cells in the header section. * Edit data in read-only columns. {% endhint %} If your file doesn't follow this structure, some changes may be missed during import. ### Import your file {% stepper %} {% step %} #### Open Import Data From your Matrix, click the three-dot menu and select **Import Data**. You can also drag and drop your file directly onto the Matrix to start the import.

{% endstep %} {% step %} #### Upload your file Click **Select File** and choose your Excel file (.csv, .xls, or .xlsx), or drag and drop the file if not already added in Step 1. The **Operation** box confirms how your data will be handled, based on your matrix's objects. For example: * Y-axis: updates existing records only. * Data: supports insert and update. If you've imported into this Matrix before, you can reuse a saved setup from the **Recent Mappings** table instead of mapping fields again. Under **Matrix Orientation**, confirm **Horizontal** is selected. Click **Next**.

{% endstep %} {% step %} #### Map your fields Enter where your data starts in the **Start Column** field. This tells the Matrix which column to begin reading from, and it will automatically set your Y-axis column based on this starting point. Click **Show me** for a visual guide to identifying your data's starting point. Once you've entered a starting point, a preview of your data appears, split into two sections: * **Row (Y-axis)** – match your spreadsheet's Y-axis columns to your matrix's Y-axis object fields. * **Data** – match your spreadsheet's measure columns to your matrix's Data object fields. The **Number of measures** field shows how many were detected; adjust it if needed. Each row shows a match percentage and status (Mapped or Map this field). If your file contains invalid data (for example, text in a date field), you'll see a notice: "We are not able to render the matrix. Please check your data." Correct the file and re-upload before continuing. You must map a Record ID field before you can continue to the Summary screen. Click **Next**.

{% endstep %} {% step %} #### Review and import The Summary screen shows a final overview before import: * Number of Y-axis records * Number of Y-axis fields * Number of X-axis values (this label reflects your matrix's axis type, such as weeks or months) * Number of Data records * Number of Data measures * Batch size * Mapping name, with an option to save it for future imports (**Save Mapping**) The **Update** and **Insert/Update** icons next to the mapping name restate the operation for each axis on the Object and Fields screen. Click **Preview & Import** to review the results before committing, or **Import** to run it directly.

{% endstep %} {% endstepper %} ### How gaps in your data are handled? If your file is missing a value along the X-axis (for example, Week 1, Week 2, and Week 4 are present but Week 3 is missing), the Matrix displays only the values present in your file. The existing Salesforce data for the missing value (Week 3) is retained rather than cleared. *** ## Matrix Data Export Download your Matrix data as an Excel or CSV file, directly from the runtime Matrix. Export options adjust automatically based on your Matrix's X-axis type and layout, so the file you get matches your Matrix configuration. ### Export your data {% stepper %} {% step %} #### Open Export Data From your Matrix, click the three-dot menu and select **Export Data**. {% endstep %} {% step %} #### Name your file and choose a format Enter a **File Name**, then choose a **File Type**: Excel (XLSX) or CSV. {% endstep %} {% step %} #### Choose which records to include Under **Number of Records**, **Visible records** shows the count of currently visible records that will be included in the export. If your Matrix's X-axis is mapped to a Date field, you'll see additional options: * **Limit X-axis \[Date field] records** – export data within a specific date range. When selected, enter a **Start Date** and **End Date**; both are required. * **Include historical data** – include historical data alongside your selected date range. If you select both options, the export includes your specified date range plus the related historical data. **Note:** Only visible columns are included in the export. Hidden or greyed-out cells are not exported. {% endstep %} {% step %} #### Export Click **Export** to generate your file, or **Cancel** to close without exporting.

{% endstep %} {% endstepper %} *** ### Known Issue #### Horizontal Orientation Only \[Import]

Product	Wave Embedded
Description	Import only supports horizontal matrix orientation. Vertical orientation is not yet available.
Reason	Import is built to read and map data based on a horizontal axis layout; vertical layout support is planned for a future release.
Workaround	Use horizontal orientation when importing data into your Matrix.

#### Historical Data Not Included \[Export]

Product	Wave Embedded
Description	When exporting a Matrix with Include Historical Data enabled, historical data is not included in the export if it has not been expanded during the current session.
Reason	Historical data is only loaded into the export when it has been rendered at least once during the session; unexpanded historical rows have no data available to include at export time.
Workaround	Expand at least one historical data row before exporting. Historical data will then be included in the exported Excel file, even if the row is collapsed before export.

#### Incorrect Count Display for Currency and Date Grouping \[Export]

Product	Wave Embedded
Description	When exporting a Matrix that uses the Count group function on Currency or Date fields, the exported values may be formatted incorrectly, appearing with a currency symbol or as an unexpected date instead of a numeric count.
Reason	The export applies the source field's formatting (Currency or Date) to the Count value instead of treating it as a plain numeric count.
Workaround	No workaround currently available. Manually correct the formatting of affected Count values after export.