importing-data

name	importing-data
description	Systematic CSV import process - discover structure, design schema, standardize formats, import to database, detect quality issues (component skill for DataPeeker analysis sessions)

Importing Data - Component Skill

Purpose

Use this skill when:

• Starting a new analysis with CSV data files
• Need to import CSV into relational database systematically
• Want to ensure proper schema design and type inference
• Need quality assessment before cleaning/analysis begins
• Replacing ad-hoc import workflows

This skill is a prerequisite for all DataPeeker analysis workflows and is referenced by all process skills.

Note: DataPeeker uses SQLite (data/analytics.db), but this process applies to any SQL database. For SQLite-specific commands, see the using-sqlite skill.

Prerequisites

• CSV file accessible on local filesystem
• Database with SQL support (DataPeeker uses SQLite at data/analytics.db)
• Workspace created for analysis session (via just start-analysis or equivalent)
• Understanding that this skill creates raw_* tables, not final tables (cleaning-data handles finalization)

Data Import Process

Create a TodoWrite checklist for the 5-phase data import process:

Phase 1: CSV Discovery & Profiling - pending
Phase 2: Schema Design & Type Inference - pending
Phase 3: Basic Standardization - pending
Phase 4: Import Execution - pending
Phase 5: Quality Assessment & Reporting - pending

Mark each phase as you complete it. Document all findings in numbered markdown files (01-csv-profile.md through 05-quality-report.md) within your analysis workspace directory.

---

Phase 1: CSV Discovery & Profiling

Goal: Understand CSV file structure, detect encoding and delimiter, capture sample data for schema design.

File Discovery

Identify the CSV file(s) to import:

• Ask user for CSV file path(s)
• Verify file exists and is readable
• Note file size for sampling strategy (>100K rows = sample-based profiling)

Document: Record CSV file path, size, timestamp in 01-csv-profile.md

Encoding Detection

Detect file encoding to prevent import errors:

file -I /path/to/file.csv

Common encodings:

• charset=us-ascii or charset=utf-8 → Standard, no conversion needed
• charset=iso-8859-1 or charset=windows-1252 → May need conversion to UTF-8

Document: Record detected encoding. If non-UTF-8, note conversion requirement.

Delimiter Detection

Analyze first few lines to detect delimiter:

head -n 5 /path/to/file.csv

Check for:

• Comma (,) - most common
• Tab (\t) - TSV files
• Pipe (|) - less common
• Semicolon (;) - European CSV files

Document: Record detected delimiter character.

Header Detection

Determine if first row contains headers:

• Read first row
• Check if row contains text labels vs data values
• If ambiguous, ask user to confirm

Document: Record whether headers present, list header names if found.

Sample Data Capture

Capture representative samples for schema inference:

# First 10 rows
head -n 11 /path/to/file.csv > /tmp/csv_head_sample.txt

# Last 10 rows
tail -n 10 /path/to/file.csv > /tmp/csv_tail_sample.txt

# Row count
wc -l /path/to/file.csv

Document: Include head and tail samples in 01-csv-profile.md for reference during schema design.

Phase 1 Documentation Template

Create analysis/[session-name]/01-csv-profile.md with: ./templates/phase-1.md

CHECKPOINT: Before proceeding to Phase 2, you MUST have:

• CSV file path confirmed and file accessible
• Encoding, delimiter, headers detected
• Sample data captured (head + tail)
• 01-csv-profile.md created with all sections filled
• Column overview completed with initial observations

---

Phase 2: Schema Design & Type Inference

Goal: Design database schema by inferring types from CSV samples, propose table structure with rationale.

Analyze Column Types

For each column from Phase 1 profiling, infer appropriate data type:

Type Inference Rules (adapt to your database):

1. Integer types - Use when:

   • All non-NULL values are whole numbers
   • No decimal points observed
   • Typical for: IDs, counts, years, quantities
   • Examples: INTEGER (SQLite), INT/BIGINT (PostgreSQL/MySQL)

2. Decimal/Float types - Use when:

   • Values contain decimal points
   • Monetary amounts, measurements, percentages
   • Examples: REAL (SQLite), NUMERIC/DECIMAL (PostgreSQL), DECIMAL (MySQL)

3. Text/String types - Use when:

   • Mixed alphanumeric content
   • Dates/datetimes stored as text (ISO 8601: YYYY-MM-DD or YYYY-MM-DD HH:MM:SS)
   • Categories, names, descriptions
   • Examples: TEXT (SQLite), VARCHAR/TEXT (PostgreSQL/MySQL)
   • Default choice when unsure

Note: Date/time handling varies by database. SQLite stores dates as TEXT. PostgreSQL/MySQL have native DATE/TIMESTAMP types.

Document: For each column, record inferred type with rationale and sample values.

Handle NULL Representations

Identify NULL representations in CSV:

• Empty cells → NULL in database
• Literal strings: "N/A", "null", "NULL", "None", "#N/A" → Convert to NULL
• Numeric codes: -999, -1 (if documented as NULL) → Convert to NULL

Document: List all NULL representations found and conversion strategy.

Design Table Schema

Propose CREATE TABLE statement:

CREATE TABLE raw_[table_name] (
  [column_1_name] [TYPE],  -- Rationale for type choice
  [column_2_name] [TYPE],  -- Rationale for type choice
  ...
);

Table naming convention:

• Prefix with raw_ to indicate unprocessed data
• Use lowercase with underscores: raw_sales_data, raw_customers
• Derive from CSV filename or ask user for preferred name

Document: Full CREATE TABLE statement with inline comments explaining each type choice.

Present Schema to User

Use AskUserQuestion tool to present schema proposal:

• Show proposed table name
• Show each column with type and rationale
• Ask user to confirm or request changes

Document: User's approval and any requested modifications.

Phase 2 Documentation Template

Create analysis/[session-name]/02-schema-design.md with: ./templates/phase-2.md

CHECKPOINT: Before proceeding to Phase 3, you MUST have:

• All columns analyzed with type inference rationale
• NULL representations identified and mapped
• CREATE TABLE statement drafted
• User approved schema (via AskUserQuestion)
• 02-schema-design.md created with all sections filled

---

Phase 3: Basic Standardization

Goal: Define transformation rules for dates, numbers, whitespace, and text formatting to ensure clean, consistent data in raw_* table.

Date Format Standardization

Target format: ISO 8601

• Dates: YYYY-MM-DD (e.g., 2025-01-15)
• Datetimes: YYYY-MM-DD HH:MM:SS (e.g., 2025-01-15 14:30:00)

Common source formats to convert:

• MM/DD/YYYY or M/D/YYYY → YYYY-MM-DD
• DD/MM/YYYY or D/M/YYYY → YYYY-MM-DD (verify with user which is month vs day)
• YYYY/MM/DD → YYYY-MM-DD (slash to hyphen)
• Mon DD, YYYY → YYYY-MM-DD (e.g., "Jan 15, 2025" → "2025-01-15")
• Timestamps with T separator: YYYY-MM-DDTHH:MM:SS → Keep as-is (valid ISO 8601)

Document: List each date column, source format detected, target format, conversion logic.

Number Format Normalization

Remove non-numeric characters:

• Currency symbols: $123.45 → 123.45
• Comma separators: 1,234.56 → 1234.56
• Percentage signs: 45% → 45 or 0.45 (document choice)
• Units: 25kg, 100m → 25, 100 (document unit in column name/comments)

Decimal handling:

• Preserve decimal points
• Convert European format if detected: 1.234,56 → 1234.56 (verify with user)

Document: List each numeric column, formatting issues found, normalization rules.

Whitespace and Text Normalization

Whitespace cleaning:

• Trim leading/trailing whitespace from all TEXT columns
• Normalize internal whitespace: multiple spaces → single space
• Normalize line endings: \r\n or \r → \n

Text case standardization (optional, apply selectively):

• IDs/codes: Often uppercase for consistency
• Names: Title case or preserve original
• Free text: Preserve original case
• Document choice per column type

Document: Which columns get whitespace cleaning, which get case normalization.

NULL Standardization

Apply NULL representation mapping from Phase 2:

• Convert all identified NULL representations to actual SQLite NULL
• Empty strings → NULL for numeric/date columns
• Empty strings → Preserve as empty string '' for TEXT columns (document choice)

Document: NULL conversion applied, count of conversions per column.

Phase 3 Documentation Template

Create analysis/[session-name]/03-standardization-rules.md with: ./templates/phase-3.md

CHECKPOINT: Before proceeding to Phase 4, you MUST have:

• Date standardization rules defined for all date columns
• Number normalization rules defined for all numeric columns
• Whitespace/text rules defined
• NULL conversion mapping finalized
• 03-standardization-rules.md created with verification queries

---

Phase 4: Import Execution

Goal: Execute import with standardization rules, verify row count and data integrity.

Generate CREATE TABLE Statement

From Phase 2 schema design, finalize CREATE TABLE statement:

CREATE TABLE IF NOT EXISTS raw_[table_name] (
  [column_1] [TYPE],
  [column_2] [TYPE],
  ...
);

Execute:

sqlite3 data/analytics.db < create_table.sql

Verify table created:

-- Check table exists
.tables

-- Inspect schema
PRAGMA table_info(raw_[table_name]);

Document: Paste table creation confirmation and schema output.

Import CSV with Standardization

Import method options:

Option 1: SQLite .import command (for simple cases):

sqlite3 data/analytics.db <<EOF
.mode csv
.import /path/to/file.csv raw_[table_name]
EOF

Option 2: Python script (for complex standardization):

import csv
import sqlite3
from datetime import datetime

conn = sqlite3.connect('data/analytics.db')
cursor = conn.cursor()

with open('/path/to/file.csv', 'r', encoding='utf-8') as f:
    reader = csv.DictReader(f)
    for row in reader:
        # Apply standardization rules from Phase 3
        row['date_column'] = standardize_date(row['date_column'])
        row['amount_column'] = standardize_number(row['amount_column'])
        # ... apply other rules ...

        cursor.execute("""
            INSERT INTO raw_[table_name]
            ([columns]) VALUES ([placeholders])
        """, tuple(row.values()))

conn.commit()
conn.close()

Document: Which method used, any import warnings/errors encountered and resolved.

Verify Import Success

Row count verification:

-- Count rows in table
SELECT COUNT(*) as row_count FROM raw_[table_name];

Compare to CSV row count from Phase 1. Should match (or CSV count - 1 if CSV had header row).

Sample data inspection:

-- View first 5 rows
SELECT * FROM raw_[table_name] LIMIT 5;

-- View last 5 rows
SELECT * FROM raw_[table_name]
ORDER BY rowid DESC LIMIT 5;

Column completeness check:

-- Check NULL counts per column
SELECT
  COUNT(*) as total_rows,
  COUNT([column_1]) as [column_1]_non_null,
  COUNT([column_2]) as [column_2]_non_null,
  ...
FROM raw_[table_name];

Document: Paste actual results showing row counts, sample rows, NULL counts.

Run Verification Queries from Phase 3

Execute all verification queries defined in 03-standardization-rules.md:

• Date format verification
• Number format verification
• Whitespace verification

Expected: All verification queries return 0 rows (no violations).

If violations found: Document count and examples, decide whether to:

1. Re-import with adjusted rules
2. Document as acceptable edge cases
3. Flag for cleaning-data phase

Document: Results of all verification queries.

Phase 4 Documentation Template

Create analysis/[session-name]/04-import-log.md with: ./templates/phase-4.md

CHECKPOINT: Before proceeding to Phase 5, you MUST have:

• raw_* table created in data/analytics.db
• CSV data imported with standardization applied
• Row count verified matches CSV (accounting for headers)
• Sample data inspected and looks correct
• All Phase 3 verification queries executed
• 04-import-log.md created with all results documented

---

Phase 5: Quality Assessment & Reporting

Goal: Systematically detect data quality issues using sub-agent to prevent context pollution, document findings for cleaning-data skill.

CRITICAL: This phase MUST use sub-agent delegation. DO NOT analyze data in main agent context.

Delegate Quality Assessment to Sub-Agent

Use dedicated quality-assessment agent

Invoke the quality-assessment agent (defined in .claude/agents/quality-assessment.md):

Task tool with agent: quality-assessment
Parameters:
- table_name: raw_[actual_table_name]
- columns: [list of all columns from schema]
- numeric_columns: [list of numeric columns for outlier detection]
- text_columns: [list of text columns for uniqueness analysis]

The agent will execute all quality checks (NULL analysis, duplicates, outliers, free text) and return structured findings.

Document agent findings in 05-quality-report.md using template below.

Delegate Foreign Key Detection to Sub-Agent

If multiple tables exist in the database, detect foreign key relationships between them.

Use dedicated detect-foreign-keys agent

Invoke the detect-foreign-keys agent (defined in .claude/agents/detect-foreign-keys.md):

Task tool with agent: detect-foreign-keys
Parameters:
- database_path: data/analytics.db
- table_names: [list of all raw_* tables in database]

When to run FK detection:

• Multiple tables imported: Run to discover relationships
• Single table imported: Skip (no relationships possible), document "N/A - single table" in quality report

The agent will:

1. Identify FK candidate columns based on naming patterns
2. Validate candidates with value overlap analysis
3. Assess cardinality (one-to-one, one-to-many, many-to-many)
4. Quantify referential integrity violations (orphaned records)
5. Return structured relationship catalog with join recommendations

Document FK findings in 05-quality-report.md using template below.

Create Quality Report for cleaning-data

Create analysis/[session-name]/05-quality-report.md with: ./templates/phase-5.md

CHECKPOINT: Before concluding importing-data skill, you MUST have:

• Sub-agent completed quality assessment (NOT done in main context)
• NULL percentages documented for all columns
• Duplicates detected and examples captured
• Outliers identified in all numeric columns
• Free text columns identified for categorization
• FK relationships detected (if multiple tables) via detect-foreign-keys sub-agent
• Referential integrity assessed with orphaned record counts
• 05-quality-report.md created with all sections filled (including FK relationships)
• Quality report ready for cleaning-data skill to consume

---

Common Rationalizations

"The CSV looks clean, I can skip profiling and go straight to import"

Why this is wrong: Hidden issues (encoding, delimiters, NULL representations) cause import failures or silent data corruption. Even "clean" CSVs have edge cases.

Do instead: Always complete Phase 1 profiling. Takes 5 minutes and prevents hours of debugging broken imports.

"I'll just guess the schema types, they're obvious from the column names"

Why this is wrong: Column named "year" might contain "2023-Q1" (TEXT). "amount" might have "$" symbols. Type inference prevents silent casting failures.

Do instead: Complete Phase 2 type inference with sample analysis. Document rationale for each type choice.

"Dates look fine, I don't need standardization rules"

Why this is wrong: Mixed formats ("01/15/2025", "2025-01-15", "Jan 15 2025") break date arithmetic and sorting. Standardization is mandatory.

Do instead: Complete Phase 3 with explicit date format conversion rules. Verify with queries after import.

"I'll do the import manually, don't need to document it"

Why this is wrong: Undocumented imports can't be reproduced. When re-importing updated data, you'll forget the transformations applied.

Do instead: Complete Phase 4 import log with commands, results, and verification. Future-you will thank present-you.

"The data looks good after import, quality assessment is overkill"

Why this is wrong: Duplicates, outliers, and NULL patterns are invisible without systematic checks. These surface as bugs during analysis.

Do instead: ALWAYS complete Phase 5 with sub-agent delegation. Quality report saves time in cleaning-data phase.

"I'll run quality checks in the main agent, it's faster than delegating"

Why this is wrong: Analyzing thousands of rows pollutes main agent context, degrading performance for entire session. Sub-agents prevent this.

Do instead: ALWAYS delegate Phase 5 to sub-agent with exact sqlite3 commands provided.

"This CSV has 100K rows, I should skip some profiling steps for speed"

Why this is wrong: Large files are MORE likely to have quality issues, not less. Sampling strategies exist for large files.

Do instead: Use head/tail sampling (Phase 1) and query-based profiling (Phase 5 sub-agent). Don't skip phases.

"The import succeeded, I don't need to verify row counts"

Why this is wrong: Silent data loss happens. Header rows miscounted, empty rows skipped, encoding issues truncating data.

Do instead: Always verify row count matches (Phase 4). If mismatch, investigate before proceeding.

"I'll clean the data during import, don't need separate cleaning-data skill"

Why this is wrong: Import handles technical standardization (formats). Cleaning handles semantic issues (business rules, categorization). Mixing them creates confusion.

Do instead: Keep importing-data focused on standardization. Let cleaning-data handle deduplication, outliers, free text.

"Quality report shows no issues, I can skip cleaning-data"

Why this is wrong: cleaning-data is ALWAYS mandatory per design. Even "clean" data needs business rule validation and final verification.

Do instead: Proceed to cleaning-data even if quality report shows minimal issues. Document "no cleaning needed" if appropriate.

---

Summary

This skill ensures systematic, documented CSV import with quality assessment by:

1. Profiling before importing: Understand encoding, delimiters, headers, and sample data before designing schema - prevents import failures and silent corruption.

2. Explicit type inference: Analyze samples to infer INTEGER/REAL/TEXT types with documented rationale - prevents type casting failures and ensures correct data representation.

3. Mandatory standardization: Convert dates to ISO 8601, normalize numbers, clean whitespace, map NULL representations - creates consistent data foundation for analysis.

4. Verified import execution: Document CREATE TABLE statements, import methods, row count verification - ensures reproducibility and data integrity.

5. Systematic quality assessment: Delegate NULL detection, duplicate finding, outlier identification, and free text discovery to sub-agent - prevents context pollution while ensuring comprehensive quality checks.

6. Audit trail maintenance: Create numbered markdown files (01-05) documenting every decision - provides full traceability from raw CSV to raw_* tables.

Follow this process and you'll create clean, well-documented raw_* tables ready for the cleaning-data skill, avoid silent data corruption, and maintain complete audit trail for reproducible imports.

---