> For the complete documentation index, see [llms.txt](https://docs.clickai.vn/clickai-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.clickai.vn/clickai-docs/clickai-docs-en/function/database/data-management-overview.md).
# Data Management Overview
Tables Management
*Create, import, and manage your data tables — flexible, powerful, and easy to use.*
## Table of Contents
· \[Create a New Table]\(#create-a-new-table)
· \[Import Table from File]\(#import-table-from-file)
· \[Upload Data into an Existing Table]\(#upload-data-into-an-existing-table)
· \[Table Actions]\(#table-actions)
· \[Table Details]\(#table-details)
## Create a New Table
To create a table from scratch:
1\. Click + Create New in the left sidebar
2\. Select Table from the dropdown menu
3\. \*(Optional)\* Enter a name for the table in the modal
4\. \*(Optional)\* Use Add Description to include additional context
5\. Click Create Table to complete the setup
💡 TIP: When you create a new table, the system automatically generates 3 default fields: \*\*Title\*\* (Single line text), \*\*Created Time\*\*, and \*\*Last Modified Time\*\*. You can customize or remove them afterward.
## Import Table from File
You can create a new table by importing data from external files:
### Supported Formats
Format
Description
CSV
Comma-separated values files
Excel
.xlsx or .xls files
JSON
JSON array files
### Import Steps
6\. Click + Create New in the sidebar
7\. Select Import from the dropdown menu
8\. Choose the file format (CSV, Excel, or JSON)
9\. Drag & drop the file or click Browse to select
10\. Preview the data structure and auto-detected field types
11\. \*(Optional)\* Adjust field names and data types as needed
12\. Click Import to complete
📝 NOTE: The system automatically detects data types (Text, Number, Date...) for each column. Review and adjust before importing for the best results.
## Upload Data into an Existing Table
In addition to creating new tables from files, you can also upload additional data into an existing table:
13\. Open the table you want to add data to
14\. Click the ⋯ (menu) icon in the table header
15\. Select Upload Data
16\. Choose the file (CSV, Excel, JSON) to upload
17\. Map the file columns to existing fields in the table
18\. Click Import to add the data
🚨 WARNING: When uploading data into an existing table, ensure the file structure matches the table's fields. Mismatched data will be skipped or may cause errors.
## Table Actions
### Rename a Table
19\. Right-click on the table name in the sidebar
20\. Select Rename
21\. Enter the new name and press Enter
### Duplicate a Table
22\. Right-click the table in the sidebar
23\. Select Duplicate
24\. Choose duplication options:
· Include Records: Copy all data
· Include Views: Copy all configured views
### Delete a Table
25\. Right-click the table in the sidebar
26\. Select Delete
27\. Confirm deletion in the dialog
🛑 CAUTION: Deleting a table permanently removes all records, fields, and views within it. This action cannot be undone. Always back up your data before deleting.
## Table Details
Each table has a Table Details page displaying technical information and configuration:
### Fields Tab
View and manage all fields in the table:
· Field name and data type
· Add, edit, or delete fields
· Reorder fields
### Relations Tab
View relationships between the current table and other tables:
· Incoming and outgoing links
· Lookup and Rollup references
### API Snippet
View sample code for interacting with the table via REST API:
· List records
· Create a new record
· Update a record
· Delete a record
### Webhooks
Configure webhooks to receive automatic notifications when data changes:
Event
Description
After Insert
When a new record is created
After Update
When a record is updated
After Delete
When a record is deleted
Webhook Configuration:
28\. Go to Table Details → Webhooks tab
29\. Click Create Webhook
30\. Select the trigger event (Insert/Update/Delete)
31\. Enter the receiving URL endpoint
32\. \*(Optional)\* Configure headers and filtering conditions
33\. Click Save
💡 TIP: Combine Webhooks with ClickAI Workflows to automatically process data on changes. For example: send a confirmation email when a new order arrives, or update your CRM when a new lead is added.
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