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

# Upload Data

> Complete guide to the 5-stage upload wizard

# Upload Data

The Upload Data page is where you bring workforce data into Senzo. It features a 5-stage wizard that guides you from file selection through AI-powered schema detection to final import.

## Upload History

Below the wizard, the Upload History table shows all past uploads for your organization:

| Column     | Description                           |
| ---------- | ------------------------------------- |
| File       | Original filename                     |
| Data Type  | Workforce Metrics or Workload         |
| Date Range | The period span covered by the data   |
| Uploaded   | Timestamp of the upload               |
| Status     | Processed ✅ / Processing ⏳ / Failed ❌ |

## The 5-stage wizard

Click **Start Upload** to begin.

### Stage 1 — Setup Check

Verifies your organization is configured before accepting data. Checks for:

* **Facilities** — at least one facility configured
* **Units** — at least one unit configured
* **Provider Types** — at least one provider type configured

If any show zero, go to **Settings → Organization Setup** and configure them first. Click **Start Upload** when all three show green.

### Stage 2 — Select File

Drag and drop or browse to select your file. Supported formats:

* `.csv` — comma-separated values
* `.xlsx` — Excel workbook
* `.xls` — legacy Excel

Maximum file size: 50MB.

### Stage 3 — AI Analysis

The AI analyzer examines your file and proposes a column mapping. See [AI-Powered Upload](/data-ingestion/ai-powered-upload) for full details on how this works.

Key actions on this screen:

* Review the mapping table — check confidence scores
* Override any incorrect mappings using the dropdown
* Address any required field warnings (red warning list)
* Review structural issue banners (amber) — these describe automatic normalizations applied

Click **Confirm Mapping and Continue** when satisfied. Click **Skip AI Analysis — use standard template** if your file already matches the standard format.

### Stage 4 — Review

A preview of the data as it will be imported:

* Row count
* Date range detected
* Units recognized
* Provider types recognized
* Any validation warnings

If anything looks wrong, click **Back** to adjust the mapping.

If data already exists for the periods in your file, Senzo will ask how to handle the overlap:

* **Update** — overwrite existing records
* **Skip** — keep existing, skip overlapping rows
* **Cancel** — abort the upload

### Stage 5 — Confirm & Import

Click **Confirm & Import** to complete the upload. Senzo processes all rows, writes to the database, and shows a success summary:

* Rows imported
* Date range processed
* Any rows skipped and why

After a successful import, navigate to **Overview** to see your updated dashboard, or click **Re-run Pulse** in Pulse Intelligence to generate a new analysis.

## Troubleshooting failed uploads

See [Upload Errors](/troubleshooting/upload-errors) for the complete error reference.

Most common causes:

* Unit names in the file don't match Settings exactly
* Required fields missing or empty
* Date format not recognized by the AI analyzer