Data Import Guides Beginner

Manual Data Import Guides

2 min read Updated March 01, 2026
Don't see a native integration for your tool? No problem. Find your tool below and follow the step-by-step guide to export your data and upload it into clariBI.

For tools that don't have a native clariBI integration, you can still bring your data in. Export a CSV or Excel file from the tool, upload it to clariBI, and start asking questions with AI. Each guide below walks you through the exact steps.


Accounting & Finance

Payments & Billing

Expense Management

CRM & Sales

Email Marketing & Automation

eCommerce

Project Management

Social Media Management

Social Media & Business Platforms

Advertising

SEO & Web Analytics

Customer Support

HR & Payroll

Time Tracking

Scheduling

Surveys & Forms

Spreadsheets & Databases

POS & Inventory

Website & CMS


How It Works

  1. Export your data — Open the tool you use, find the export or download option, and save your data as a CSV or Excel file. Each guide above shows you exactly where to find it.
  2. Upload to clariBI — Log in to clariBI, go to Data Sources, click + Add Source, choose CSV File, and upload your file.
  3. Ask AI questions — Once uploaded, head to Conversational Analytics and start asking questions about your data. clariBI's AI analyzes it instantly.

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