The Datasets page is where you manage all the data you’ve loaded into Retailgrid — product master data, transaction history, competitor prices, and product-store-level data — in one place. Open it from the Datasets icon in the left sidebar.Documentation Index
Fetch the complete documentation index at: https://docs.retailgrid.io/llms.txt
Use this file to discover all available pages before exploring further.

What you’ll see
Each row is one loaded dataset. The columns:| Column | What it shows |
|---|---|
| Dataset | The dataset type — Products, Transactions, or Competitors. |
| Status | Ready once the file has finished parsing and validating. |
| Last updated | When the file was last replaced or refreshed. |
| Uploaded by | The team member who uploaded the current version. |
| Rows | Row count after parsing. |
| Source file | The original filename of the uploaded CSV or XLSX. |
| Origin | How the data got in — currently CSV / File for files uploaded through the UI. |
Upload a new dataset
Click Upload data in the top-right corner. The Upload Data modal opens; pick the dataset type (Products, Transactions, Competitors) and select your file. For the field requirements per dataset, see:- Products
- Sales / Transactions
- Competitor Prices
- Product store data — for multi-store retailers
Replace, download, or delete a dataset
Use the three-dot menu at the right of any dataset row to:- Replace the file — upload a fresh CSV or XLSX without changing the dataset’s role. The new file replaces the previous version’s rows and the row count updates accordingly.
- Download the current file — useful for reviewing what’s currently loaded or sharing with a colleague.
- Delete the dataset.
Status values
| Status | Meaning |
|---|---|
Ready | Parsed, validated, and available for use in grids and agents. |
Processing | Upload is being parsed. Appears briefly after a fresh upload. |
Failed | Parsing or validation failed. Open the row to see the error, then fix the source file before re-uploading. |
When to upload vs replace
- First time a dataset type is loaded — use Upload data and pick the type.
- Refreshing data you already loaded (e.g. monthly product master refresh, daily competitor price feed) — use Replace on the existing row. This keeps grid bindings intact. Replaced datasets are picked up by the nightly grid refresh; existing grids show the new rows the next morning without any further action.
- Switching to a totally different schema — delete and re-upload, then expect to remap fields.
