How do I import data to a custom source?

Created by Sanders Lazier, Modified on Tue, 7 Feb, 2023 at 1:34 PM by Sanders Lazier

Within your custom sources you can upload data as individual line items or as a data import. In this guide we will cover the steps you can take to import bulk data into your platform.

Select Desired Source
- Navigate to your sources and select the source you want to add data to from your list
Within your source details, select the Data Import button
Download the custom source template csv.
- Each custom source may have a different required format for importing data
Enter your data within the selected custom source template
- Ensure you Save your file as csv
Upload your file
- Your file will begin it's upload, if you have selected a large file of data to import you can leave the page and review your upload in the data imports page later.
Review & update any missing data items
- If your data import has missing data items you will see a summary of them and have the ability to update them.
View your data!

If you are having any issues with your data imports we have a comprehensive guide to troubleshooting data imports here.

If you would prefer to leave the data imports to us you can sign up for Carbonhound Connect! With Carbonhound Connect we automatically import your data into your system directly from your utility/billing provider. Schedule a meeting with our sales team to learn more.