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How to Remove a CSV File

Learn how to clean-up and manage unwanted CSV data sources

Joy Rudnick avatar
Written by Joy Rudnick
Updated over 10 months ago

Keep data clean and organized to uncover insights within your partnership ecosystem. Crossbeam makes it easy to remove and manage unwanted CSV files.

How to Remove a CSV file

From the left-side Navigation Menu, click on the Data icon. This will open the side panel for Data & Sharing, select Data Sources from the panel options, and your workspace will display the Data Sources area.

  • Click the down arrow next to the CSV Upload row

  • Locate the existing CSV file you are removing and select the Remove button

GIF in Crossbeam of how to delete CSV file

As you consider removing a CSV file, please keep in mind that any Populations powered by the CSV will also be deleted - impacting corresponding Populations and Reports.

You will see the following prompt before you can finalize deleting the file.


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