# Account Data

### Importing Account Sheets

Before you can carve a scenario, you need an account sheet to carve. To get started, click the *+Import Data* button in a new project.

<figure><img src="https://2378295204-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUYXbv7c6RsZzQ00WCDTM%2Fuploads%2FvZHXaNSNxf6iqSreZSxb%2FScreenshot%202025-12-04%20at%2010.15.58%E2%80%AFAM.png?alt=media&#x26;token=bd022a4b-973b-450e-ab0a-b72bcffff208" alt="" width="563"><figcaption></figcaption></figure>

You can import Excel and CSV files, or import from a Salesforce or HubSpot report. Whatever data source you use, this should be a list of the accounts you want to design territories for, including columns for relevant account data, like employee count, revenue, account type, etc...&#x20;

The cleaner the data, the better your results will be so, so try to include updated firmographics and keep blank or inaccurate cells to a minimum. However, Carve will ask you to clarify anything it can't understand and you can update your account sheet with additional data at any point throughout the process.

### Learning About Your Account Sheet Data

You can review or learn more about your account data anytime throughout the carving process. Just click on the *Data* tab in Carve's left nav.&#x20;

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You can ask the Carve chat agent anything about your data. Some examples of questions you could ask include:&#x20;

* What are the top 10 industries by average score?
* How many accounts does Chloe Closer own?
* What's the average score of accounts in Alaska?
* Give me the number of accounts by state in the Energy industry

If you have multiple data sources, just refer to them specifically. e.g: How many unique sales reps are in holdovers.csv?

### Updating Account Sheet Data

You may decide you need more or updated data in your account sheet. That may include new columns with additional data to inform your carves or a list of overrides to be sure certain accounts stay in specific territories or with specific reps.

You can add new data anytime by clicking on the *+* button in the top right corner of the Data chat.&#x20;

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