> For the complete documentation index, see [llms.txt](https://docs.aidi.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aidi.ai/pre-built-reports/aidi-revenue-dashboard/connect-your-data.md).

# Connect Your Data

Securely Connect Your Own Data

## 1. Download Templates

You need to have your Sales data along with the relevant masters such as Customer Master & Product Master. Download the following sample date and make sure you follow the same template.

{% file src="/files/nhAOfjRAGnAG59jI1X2n" %}
Sales Register
{% endfile %}

{% file src="/files/sIbp6U3niBxnfbtub0f8" %}
Item Master
{% endfile %}

{% file src="/files/1tH4mkamwZM70AjzSyB1" %}
Customer/Store/BP Master
{% endfile %}

## 2. Update the files with your own data

Replace the file contents with your own data. 

## 3. Upload the files into your Onedrive/Sharepoint

Simply upload the files to your Onedrive folder or Sharepoint site and make a note of the path.

The SharePoint path will look like this : [https://\<yourdomain>.sharepoint.com/sites/\<sitename>/Shared Documents/\<folder structure>/customer\_master.csv](https://vizlake.sharepoint.com/sites/VizlakeTeam/Shared%20Documents/Internal%20Activities/Demo/customer_master.csv)

### How to get path of the file in Onedrive

1. Go to your OneDrive or SharePoint online folder
2. Click on the file -> the details will be opened on the right pane
3. Scroll down and you will see the path -> simply copy it

<figure><img src="https://1584342805-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FantH91e25stJQbS1amDj%2Fuploads%2FFDOVAjqjXwGHnyPQJxIf%2FGoToSharepointOnline.png?alt=media&amp;token=6c0c6ba0-c365-45fa-9d1c-7acd40d880a3" alt=""><figcaption></figcaption></figure>