FAQ and common tasks
This page answers the most common "how do I" questions, grouped by area. Each answer is short and links to the full guide.
Getting data in
How do I upload a file?
Click + New Dataset, choose Upload, drop your file or click Upload file, and click Submit. See Uploading files. The limit is 50 MB per upload request on every plan, and a folder counts as one request. See Limits and quotas.
How do I paste data from a spreadsheet?
Click + New Dataset, choose Paste from Clipboard, then choose Click to paste data or press Ctrl+V. Name the dataset and click Create new dataset. See Paste from clipboard.
How do I import a file from a URL?
Click + New Dataset, choose From URL, enter the file URL, and click Submit. See Import from URL.
How do I send data to Mammoth from another system?
Use a webhook. Choose Webhooks when you create a dataset, pick a Dataset mode of Combine with older data or Replace the older data, and click Create new dataset. See Webhooks.
How do I add new data to an existing dataset?
Open the dataset's preview panel, go to Batches, and click Add new data. You can also use the row's menu and choose Add or Replace data. See Add or replace data.
How do I try Mammoth without my own data?
Choose Sample Files when you create a dataset. See Sample files.
How do I generate test data with AI?
Click + New Dataset and choose Generate with AI. Set the row count to Let AI decide or User defined. See Generate with AI.
How do I connect a database or business app?
Add a connector, which follows the same flow for every source. See Connectors for the list and each connector's guide, and Network requirements for databases.
Transforming data
How do I switch to Draft Mode?
Open the More Pipeline options (...) menu at the top of the Pipeline panel and turn on Draft Mode. Your changes then queue as Pending Updates until you click Apply now. See Understanding the pipeline.
How do I remove duplicate rows?
Use the Remove Duplicate Rows task and, in Evaluate duplicates from, choose All columns, All columns, except, or Only specific columns. See Filter, label & replace.
How do I join two views?
Use the Join task from Unify. Click Select a view to join with, define the key columns, choose the columns to bring in, and set the join type. See Unify.
How do I use AI to transform a column?
Open a View, click the Describe your transformation bar, and choose Generative AI. A Workspace Owner must add an external API key first. See Generative AI.
How do I fix a pipeline task that failed?
Click Fix error on the failed task card. The task's panel reopens with the problem highlighted. See Pipeline health and error states.
How do I stop bad data from moving down the pipeline?
Add a Data Check. Open the Transform menu, choose Controls, select Data Check, configure the check, and click Apply. See Pipeline controls.
How do I reuse a value across many filters?
Create a Parameter. Click New Parameter in the Data Library, then reference it in your pipeline conditions. See Parameters and snippets.
Exploring data
How do I get AI observations about my data?
Click the View Insights button on the right side of the action bar, next to the Export button. See View insights.
How do I check the quality of my data?
Click the View Data Quality button on a View to generate a Data Quality Report. See Data quality report.
How do I build a KPI from a column?
Use the Metrics panel. See Metrics panel.
Automating
How do I create an automation?
In the Data Library, open the Automations tab, click New automation, and select the type. See Creating an automation.
How do I refresh a dataset on a schedule?
Create a Dataset Refresh automation, pick the datasets, and choose On schedule in the Set Schedule step. Only datasets connected to an API or database can be refreshed. See Dataset Refresh.
How do I email a view to my team on a schedule?
Create a Messaging automation, set the trigger, fill in the Message settings, and click Send test email before saving. See Messaging.
How do I merge incoming files into one dataset?
Create a Data Consolidation automation with a destination dataset and a source folder. See Data Consolidation.
How do I run an automation now?
Open the automation and click Run now, or use Run now in the row's menu. The automation must be Active. See Managing automations.
How do I pause an automation?
Turn off Status in the detail panel, or turn off Automation Status in the row's menu. Turn it back on to resume. See Managing automations.
How often can I schedule a refresh?
The shortest interval depends on your plan: Free has no scheduled refresh, Starter refreshes weekly or less often, Team daily or less often, and Pro every 3 hours or less often. Hourly (every 1 hour) is not available on any self-serve plan. See Scheduling and Limits and quotas.
Exporting and sharing
How do I download a view?
Click the download button in the View toolbar, select a format, and click Confirm. See Download options.
How do I send a view to a destination after every pipeline run?
Click Export in the View toolbar and choose a destination. The export becomes a task pinned to the end of your pipeline. See Send to destinations.
How do I get a URL that always serves my latest data?
Click Export, select Live link, and click Apply. Use Copy on the task in the pipeline panel to get the URL. Each View can have one Live Link. See Live links.
How do I create a dashboard?
Click Dashboards in the left sidebar and click Create. Pick your data, then choose a starting point or describe what you want to the AI. See Creating dashboards.
How do I share a dashboard?
Open the dashboard, click Share, and choose Sign-in required or Anyone with the link. Click Publish & copy link, or invite people by email. See Publishing and sharing dashboards.
People and access
How do I invite someone to my workspace?
A Workspace Owner clicks Invite Users in User Management, enters email addresses, optionally assigns projects, and clicks Invite. See Workspace settings.
How do I add someone to a project?
Click the Share button in the Data Library header, or choose Manage Users in the project menu. See Sharing a project.
How do I create a project?
Open the project selector, choose New Project, and click Create Project. See Creating a project.
What can each role do?
See the roles and permissions matrix.
How do I create an API token?
A Workspace Owner opens the API Keys tab, clicks Generate key on the API tokens card, enters a name, optionally turns on Project scoped and picks a project, and clicks Create key. Click Copy secret straight away, because Mammoth shows the secret once. Then click Done. See Workspace settings.
Recovery and monitoring
How do I restore something I deleted?
Open Trash, hover over the row, and click Restore item. Items stay in Trash for 30 days by default. See Trash and recovery.
How do I see who changed something?
Open Monitor, then the Activity Log tab, and filter the log. See Activity Log.
What limits apply to my plan?
See Limits and quotas.
What do the terms mean?
See the Glossary.