How the connection can work
Export the relevant Excel worksheet as UTF-8 CSV, then import it into the Data Workbench. Map the columns, check the validation results and filter the report.
Access requirements
No platform account or access token is required. The file is processed in your browser and is not uploaded to Mida.
BEFORE A CONNECTION GOES LIVE
- Use one header row and consistent date formats.
- Keep amounts numeric and make currency explicit.
- Check duplicated order identifiers before using totals.
From access to a checked report
Assess
Confirm the account, reporting question, data coverage and approved access.
Map
Define identifiers, statuses, dates and calculation rules for the report.
Verify
Reconcile records and totals before establishing a recurring update.