Uploading data to SmartSaaS is simple, flexible, and designed to get you up and running quickly. You can upload contacts or files in CSV or Excel formats, either directly from your device or from connected accounts like Google Drive or OneDrive.
Once your file is selected, SmartSaaS AI will automatically generate a data template, creating a data model from all the information it analyses by intelligently identifying key tags, extracting relevant context, and providing a visual representation of your data.
After your initial upload, adding to your data is seamless. You can scan information with your device camera, enter it manually in the SmartSaaS app, or share a QR code so your customers or users can provide updates directly. This ensures your data stays current, accurate, and actionable.
SmartSaaS gives you full control over your imported data. You can view, save, or edit the generated template just like any other SmartSaaS data template. Once saved, all your information is fully integrated and ready for use in your campaigns, analytics, or other SmartSaaS features.
💡 With SmartSaaS, uploading and managing your data is effortless — the AI does the heavy lifting, giving you clean, organised, and actionable insights from the start.