How to Migrate from Rows to Perplexity (Step-by-Step)
Last updated: April 2026
Migrating from Rows to Perplexity represents a shift from spreadsheet-based data analysis to AI-powered research and information retrieval. While Rows excels at structured data manipulation within a familiar spreadsheet interface, Perplexity specializes in answering questions, conducting research, and providing sourced information from the web. This guide covers how to transition your workflows, export relevant data from Rows, and adapt to Perplexity's conversational AI approach. You'll learn to map Rows' data analysis capabilities to Perplexity's research strengths while maintaining productivity.
Estimated Timeline
solo user
2-3 days for full workflow transition
small team
1-2 weeks including training and parallel testing
enterprise
3-4 weeks with phased rollout and comprehensive training
Migration Steps
Audit Your Rows Usage and Data
mediumExport Critical Data from Rows
easySet Up Perplexity Account and Preferences
easyRecreate Research Workflows in Perplexity
mediumMigrate Data Analysis to Alternative Tools
hardTrain Your Team on Perplexity
mediumRun Parallel Testing Period
mediumComplete Migration and Archive Rows Data
easyFeature Mapping
| Rows | Perplexity Equivalent | Notes |
|---|---|---|
| AI formulas and calculations | Perplexity's conversational answers | Instead of writing formulas, ask Perplexity questions about data patterns and relationships |
| Live data connectors | Real-time web search with citations | Perplexity searches current web data rather than connecting to databases directly |
| Interactive dashboards | Research collections and threads | Perplexity organizes research by topic threads rather than visual dashboards |
| Team collaboration on spreadsheets | Shared threads and workspace features | Perplexity offers team collaboration on research threads instead of spreadsheet editing |
| Data validation and cleaning | Source citations and fact-checking | Perplexity provides source verification rather than data quality tools |
| Automated workflows | Copilot-guided research | Perplexity's Copilot asks clarifying questions to refine research instead of automating tasks |
| Template library | Example queries and prompts | Perplexity offers example questions rather than spreadsheet templates |
Data Transfer Guide
Exporting from Rows: Use Rows' export functionality to download spreadsheets as CSV or Excel files. For connected data sources, export the raw data before connections expire. Save AI formulas and automation logic as documentation. Importing to Perplexity: Perplexity doesn't import data files directly. Instead, use your exported data as reference material. When researching in Perplexity, refer to your exported data for context, or ask questions about the data patterns you observed. For ongoing data needs, import CSV files into a separate spreadsheet tool like Google Sheets, then use Perplexity to research questions about that data.