Sources

Upload files

Upload price lists, product spreadsheets, invoices and other files from the Inbox or from Configure → Sources → Files. Biosphere checks each file, keeps the original and reads it so you can map and review it.

Upload a file

  1. Open Inbox, or open Configure, select Sources, then Files.
  2. Optional: in Source, choose who issued the records, such as Alder Supply. To add a new one, type its name, choose Create “Alder Supply”, then select Create source. Every file in this upload gets that source.
  3. Drag files onto Drop files here or choose files, or select it to pick files.
  4. Follow each file’s line: Uploading…, then Scanning…, then Original retained with the file’s status.
  5. Select Open in Inbox on the line to map and review it. When you upload a single file, Biosphere opens it for you.

Choosing the source before you upload lets an automatic mapping apply as soon as the file is read. You can also choose it later in the review. See Choose who issued records.

Check which files Biosphere can read

  • Read as rows: CSV, TSV, XLSX, XLS, JSON and XML. See Import a CSV or spreadsheet.
  • Read page by page: PDF, PNG, JPEG, DOCX, DOC, PPTX, PPT, RTF and plain text. Biosphere looks for supplier and product details. See Import PDFs, images and documents.
  • Saved emails (EML): the message text and each attachment become their own sources in Inbox.
  • Anything else: kept as Unsupported. You can download it, but Biosphere doesn’t read it.

Know which files are refused

For safety, Biosphere refuses these files before keeping anything:

  • programs and scripts, such as .exe, .sh or .js files
  • documents, spreadsheets or presentations that contain macros or are password-protected
  • files with external links or embedded objects, including spreadsheet formulas that link to other files or websites
  • PDFs that are locked, contain scripts or have embedded files
  • compressed archives, such as ZIP files
  • XML files with entity declarations, and RTF files with active content
  • files whose contents don’t match their file type, and files that can’t be read

The upload line shows the reason. In Inbox the source shows Failed and “Rejected before retention”. Fix the file and upload it again.

Find recent uploads

On the Files page, Recent files shows your last six uploads with their current status, even after you leave or reload. Select Open in Inbox on any of them, or View all in Inbox for the rest.

What to know

  • Each file can be up to 25 MiB.
  • Each file can have up to 100 pages, slides or sheets.
  • A CSV or structured file can have up to 10,000 rows or records. A spreadsheet can have up to 100,000 cells.
  • Images can be up to 25 megapixels.
  • File names can be up to 200 characters.
  • An email file can have up to 10 attachments, with attached emails up to five levels deep. The Source you choose at upload doesn’t carry over to its parts; choose it for each part in the review.
  • Every upload is a new source in Inbox, even when the same file was uploaded before.
  • Files are scanned for malware before they are kept. If scanning is unavailable, the file waits safely. Select Retry on its line, or open it in Inbox and select Retry file processing.
  • An original can’t be replaced. To correct a file, upload the corrected file as a new arrival.
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