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The Holistics Documentation

Welcome to the Holistics Documentation. You'll find comprehensive guides and documentation to help you start working with Holistics as quickly as possible, as well as support if you get stuck. Let's jump right in!

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Import CSVs

Here is a quick 3-step process for querying CSV data in Holistics. CSV reporting in Holistics requires you to import data into a reporting SQL database.


You can import CSV to your Database in either 2 ways:

Using Data Manager:

1, Go to Data Manager by clicking Manage:
Click Manage

2, Click Upload CSV and follow the instructions to import your CSV:
Upload CSV

Import with Holistics CLI:

This requires Holistics CLI, make sure you have set up it.


Login and authenticate. You can get the token in Holistics (go to Settings, under API Key section)

$ holistics login <token>
Authenticating token...
Authentication successful. Info:
- ID: 1
- Email: admin@you.com

To Import a CSV file

To import a CSV file into database, run the following:

holistics import csv -f <path_to_csv_file.csv> -d <datasource_id> -t <dest_table_name>


  • -f: path to your CSV file on local computer, make sure the CSV file has header row
  • -d: id of destination data source
  • -t: destination table name, e.g: dw.custom_csv_table


holistics import csv -f erp_data.csv -d 5-redshift -t dw.erp_data

Import CSVs