> For the complete documentation index, see [llms.txt](https://docs-vnext.kiflo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-vnext.kiflo.com/account-mapping/data-sources/import-accounts-csv-data-source.md).

# How to import your accounts with a CSV data source?

Before Kiflo can detect overlaps, it needs your list of accounts. This article explains how to upload your customers, opportunities, and prospects using a CSV data source.

## Prerequisites

* You need a CSV file containing the accounts you want to import. Each file should contain a single account type (prospects, opportunities, or customers).

## Adding a CSV data source

From **Account Mapping → Accounts**, click **Add CSV data source** in the top-right corner. (The same button is also on the **Data sources** page.)

![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-dbcf2b0d3a88e808626ec6dcba1374e8a1d3123e%2F6a32a31ac50131d2ce9e5285.png?alt=media)

In the **Add CSV data source** dialog:

* **Select account file**: drag and drop your CSV onto the upload area, or click to browse. The file must be a valid CSV.
* **Account type**: choose **Prospects**, **Opportunities**, or **Customers**.
* Click **Add** (disabled until a valid file and account type are selected).

Kiflo then imports the accounts from your file and begins detecting overlaps with your partners' accounts.

## What happens after importing

* Your imported accounts appear on the **Accounts** page, each tagged with the **Source** data source they came from and an **Imported date**.
* Kiflo compares your accounts against your partners' accounts and starts counting overlaps in the **Partner prospects**, **Partner opportunities**, and **Partner customers** columns.

## Tips for a clean import

* Use a separate file (and therefore a separate data source) for each account type, since the account type is set per data source.
* Make sure each account has a unique identifier. Files with duplicate external IDs may fail to import and show an **Error** status on the **Data sources** page.

## Related articles

* [How to manage your account mapping data sources?](/account-mapping/data-sources/manage-account-mapping-data-sources.md)
* [How to find and understand account overlaps?](/account-mapping/overlaps-collaboration/find-and-understand-account-overlaps.md)
* [Account Mapping](/account-mapping/account-mapping.md)


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