Upload Data

Upload Data

Import spreadsheet data for the Direct Analytics and Deals Analytics dashboards. Upload each file to the matching drop zone below.

Direct (leads)

Zoho CRM export (.csv, .xlsx, .xls). Valid rows are imported; invalid rows are skipped with an error report.

Drop your file here, or click to browse

Supports CSV, XLSX, and XLS

Deals

Deals export with columns: Record Id, Deal Source, Amount, Originated, Originated Time, Settled, Settled Time.

Drop your file here, or click to browse

Supports CSV, XLSX, and XLS