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.
Before You Import
Import works best when your file stays close to its original structure.
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.
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.
If your file doesn't follow this structure, some changes may be missed during import.
Import your file
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.
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.
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.
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
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.
Known Issue
Horizontal Orientation Only [Import]
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]
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]
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.
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