Organizing Sources

Good naming is the key to keeping your Library organized. Clear, descriptive names make sources easy to find and help Querri’s AI agent understand your data.

Naming Conventions

Consistent naming makes sources easy to find and understand.

Good Names

customer_purchases_2024_q1.csv
monthly_revenue_summary.xlsx
product_catalog_current.json
salesforce_orders_export.csv

Names to Avoid

data.csv
export.xlsx
final_v2.csv
Sheet1.csv

Naming Guidelines

Be descriptive:

• Include what the data contains: customers, sales, products
• Add time periods when relevant: 2024, q1, january
• Note the source if helpful: from_quickbooks, salesforce_export

Be consistent:

• Pick a pattern and stick with it
• Use underscores or hyphens consistently
• Keep capitalization consistent

Example pattern:

[topic]_[timeperiod]_[source].csv

sales_2024_q1_quickbooks.csv
customers_current_salesforce.csv
products_catalog_manual.xlsx

Why Names Matter

Querri’s AI agent uses source names to find relevant data:

• When you ask “Show me sales data”, the agent looks for sources with “sales” in the name
• Descriptive names help the agent pick the right source automatically
• Vague names like “data.csv” make it harder to find what you need

Choosing File Formats

Format	Best For	Notes
CSV	Simple tabular data	Universal compatibility
Excel (.xlsx)	Spreadsheets	Supports multiple sheets
JSON	Structured data	Good for API exports
Parquet	Large datasets	Efficient for analytics

Keeping Your Library Clean

Regular Maintenance

• Delete unused sources: Remove files you no longer need
• Update stale data: Replace outdated files with current versions
• Remove duplicates: Consolidate redundant uploads

Before Uploading

Ask yourself:

• Does this file already exist in the Library?
• Is there a more current version available?
• Will the name make sense in 6 months?

Replacing Data

To update a data source:

1. Upload a new version with the same name, or
2. Delete the old source and upload the replacement

Projects that used the old source may need to be refreshed to use new data.

Deleting Sources

Before deleting, consider:

• Is this source used in active projects?
• Do team members rely on it?
• Do you need a backup?

To delete: Click the delete icon (trash) on the source row.

Next Steps

• Finding Data Sources - Search and filter your Library
• Library Overview - What the Library is for
• File Uploads - Detailed upload guide