⬆️📂 Upload Data

SmartSaaS allows you to import data from your device or connected accounts, then automatically builds a matching data template.

Steps to Upload Data:

1. Go to Data → Upload.
2. Choose your upload source:
   • From your device: Import a CSV or Excel file directly.
   • From Google Drive: Import supported files from your connected Google Drive account.
   • From OneDrive: Import supported files from your connected OneDrive account.

1. Select the file and import it.
2. The AI will generate a data template based on your file.

1. You can view it, save it, or edit it.
2. Editing works the same way as editing any other SmartSaaS data template.
3. Once saved, all your data will be fully imported into SmartSaaS.