Setup Data Uploads

Upload Data Files
Upload CSV files to update system data. Ensure files are correctly formatted.

Reps and Meeting Links

A list of your account reps by name, their meeting booking links, and optionally, their email addresses. The CSV file must have a header row exactly: repName,meetingLink[,email]

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Account List and Account Owners

A list of account names and account owner names. Format: CSV with header row of: accountName,repName

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Locations and Territory Owners

A list of locations (cities, states, countries) and the respective territory owner name. Format: CSV with header row of locationName,territoryOwner

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Uploaded files will overwrite existing data. Check data health (duplicates, orphans) and last update status on this page or the Admin Dashboard.