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Data Sources and Populations
Data Sources and Populations

Learn how to get your data into Crossbeam and organize it into Populations for comparing and sharing with partners.

Joy Rudnick avatarLindsey O'Niell avatarAmanda Groves avatar
By Joy and 4 others5 authors22 articles

Setting Up Data Sources


What are Data Sources?
Salesforce as a Data Source FAQs
How to Use Google Sheets as a Data Source
Connect Microsoft Dynamics
Connecting Salesforce Data
Connect HubSpot Data
Connect Snowflake Data
How to Request a Data Source

CSV Uploads


Upload a CSV File
Create a Population from a CSV
How to Remove a CSV File
Add Data to a CSV File

Populations


What are Populations?
Build a Standard Population
How to Edit a Population
Custom Populations
How to Use Population Filters
Delete a Population

Managing Data Sources


Managing your Salesforce Connection
Data Sources Overview: CSVs, CRMs and Data Warehouses
Manage your HubSpot Connection
Troubleshooting your Salesforce Connection
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