How to Upload/Import Data

Learn how to upload data to the platform


Note:  Check out this article to learn about our API, and contact your Customer Success Manager for more information!



Data uploads are only available to Org Level administrators

  1. From the Org home page, click on the Settings tab

  2. Next, click Data Uploads

  3. On right-hand side of the screen, click Upload Data

  4. Use the form appears to select options and the file to be uploaded, then click Upload