Data Settings

The Data Settings page centralizes tenant-level configuration for how data is ingested into and exported from the Data Foundation. The following figure illustrates this page:

Data Settings

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The Data Settings page is available under Workbench > Data Management > Data Management > Data Settings. Access to Workbench depends on your role within the platform. Visibility of each section on this page depends on your specific permissions, and not every user who can see the page can necessarily change every setting on it.

Data foundation export

This section controls whether users in your tenant can export data to CSV files from the Data Foundation.

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Users with the Configuration, Data Foundation Admin, or Support role can view this section, but only users with the Support role can enable or disable export, or change its password protection setting.

Under Data foundation export, you will find two checkboxes, the second of which becomes available once the first is enabled:

• Enable data foundation export: This option turns on data export to CSV files. It is required before Export options appear anywhere in the Data Viewer; when disabled, no export options are shown, and export requests are rejected.

  • Password protection: This option enforces a password for every ZIP file exported from the Data Foundation. When checked, users must provide a valid password before they can download an export.

For the steps to actually select and export data once this section is enabled, see Data Viewer.

Data ingestion

This section sets the tenant-level Upload behavior, which determines how new files affect existing records during data upload.

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Changing this setting requires the Configuration, Data Foundation Admin, or Support role.

Here, you can select one of the following:

• Full data upload: The new upload fully replaces what is currently in the platform.

• Incremental data upload: Only what has changed is uploaded, leaving records not included in the file unchanged.

See Uploading data into the data foundation for a detailed explanation of both modes and how the currently active mode is reflected on the Data Load page.

CSV separator

This section sets the Default separator, i.e., the default character used to separate fields in your CSV files. Choose , (comma) or ; (semicolon).

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Changing this setting requires the Configuration, Data Foundation Admin, or Support role.

This tenant-level default applies to both SFTP ingestion and manual CSV uploads made from the Data Load page whenever no per-upload override is selected. It proves useful for tenants working with non-English versions of Excel (such as French or German), where Excel commonly saves CSV files with semicolons (;) instead of commas (,), which could otherwise cause failed uploads or incorrectly parsed files.

For backward compatibility, the platform default separator remains comma (,). Existing tenants without an explicit configuration continue to use comma-based parsing automatically.

To override this default for a single upload, use the Choose a CSV separator option in the File upload dialog on the Data Load page, as described in Uploading data into the data foundation.

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The separator that ultimately applies to a given upload is resolved in the following order:

1. Separator explicitly specified for an individual manual upload

2. Tenant-level configured separator

3. Platform default separator (comma)