> 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/manage-account-mapping-data-sources.md). # How to manage your account mapping data sources? Once you've added data sources, you can keep them up to date and control how they're shared. This article covers everything you can do from the **Data Sources** page. ## Prerequisites * You must have role **Owner** or **Admin**. * You should already have at least one data source. See [How to import your accounts with a CSV data source?](/account-mapping/data-sources/import-accounts-csv-data-source.md). ## Opening the Data sources page From **Account Mapping** in the top navigation, open the **Data sources** page. ![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-457e58aaf009f28b9f1d2a42211c556a576622cf%2F6a32a4b3c50131d2ce9e528e.png?alt=media) The **Data sources** page lists every data source on your account. For each one, you can see: * **Name**: the data source name (for a CSV upload, the file name). * **Status**: **Enabled** when the data source is active, **Processing** when the data source is being imported, or **Error** when the last import failed. * **Type**: for example, **CSV Upload**. * **Last imported date**, **Creation date**, and **Created by**. ## Opening a data source Click a data source name to open its detail page. There you can review the accounts it imported and manage its settings. ## Updating a data source Click the **Update** button to refresh the data source, for example, to upload a newer version of your CSV file so Kiflo re-imports the latest accounts. ![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-b3868a69699eb7b8854781043913e931352dc66e%2F6a32a5659bd472a82c5d25b6.png?alt=media) **Always update your existing data source instead of adding a new one.** Updating is incremental: Kiflo runs overlap detection only for the newly added accounts. Your existing accounts and the overlaps already detected for them are left untouched, so detection stays fast and your data stays stable. Updating also preserves the data source's **Sharing settings**. If you shared the data source with only a subset of partners, that configuration carries over automatically. You don't have to set it up again. Uploading the same data as a brand-new data source would force a full re-detection on every account and require you to reconfigure sharing from scratch. ## Reviewing imported accounts The **Accounts** section of the detail page lists every account that came from this data source, along with each account's **Type**, **Owner**, **Imported date**, and the overlap counts (**Partner customers**, **Partner opportunities**, **Partner prospects**). Use the search box and **Show filters** to narrow the list. ## Controlling how the data is shared Open the **Sharing settings** of the data source to control how its accounts are shared for overlap detection with your partners. You can share with no one, all partners, or a filtered subset of partners. See [How to manage sharing settings for a data source?](/account-mapping/data-sources/manage-data-source-sharing-settings.md) for the full details. ![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-4a0d588ec2052e15d5c97e76ba077daab6783d90%2F6a32a5d39bd472a82c5d25bc.png?alt=media) ## Deleting a data source On the data source detail page, click the **More** action button, then select **Delete**. Deleting a data source removes its accounts and all overlaps. It does not remove collaborations created from overlaps detected in this data source. ![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-0e1e2b8196643e5fac5eaec6f7ff3216c3daa036%2F6a32a60a2db17b93928f9a5b.png?alt=media) ## Related articles * [How to import your accounts with a CSV data source?](/account-mapping/data-sources/import-accounts-csv-data-source.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) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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