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Files and columns

Supported files and export prep

Prepare CSV, XLSX, and text-based exports so Partrek can read them cleanly.

VDC/BIM, prefab, procurement, and distributor teamsUpdated May 10, 2026

Common questions this answers

  • What file types work?
  • Why did my file fail to load?
  • How should I clean the export before uploading?

Best file types

  • Use `.csv` or `.xlsx` whenever possible.
  • Text-based PDFs may work in document intake, but every PDF extraction should be reviewed before comparison.
  • Legacy `.xls` files should be saved as `.xlsx` or `.csv` before upload.

PDF guardrails

  • Partrek reads text-based PDF tables only. Scanned or image-only PDFs need OCR and are not silently accepted.
  • PDF layout can split or merge table cells, so check row count and column mapping before using the result.
  • PDF intake does not store raw files by default and does not send file names, part numbers, prices, margins, or raw rows to analytics.

Prepare the export

  • Keep one clear header row.
  • Remove cover pages, notes, blank rows above the header, and repeated header sections when practical.
  • Keep part numbers as text so leading zeros are not lost.
  • Avoid merged cells, hidden notes, subtotals, and manually colored rows as the only source of meaning.

Large files

Partrek runs browser-local processing by default. Very large files can be limited by browser memory. If a file feels slow, try CSV, close other heavy tabs, or test a smaller export before running the full file.