Frequently asked questions - Data import

Last updated:
December 16, 2023

Do I need to import different data for the Lite or Advanced template?

The same data you have imported can be used for either template. However, if you've only imported the accounts needed for the Lite template, you will need to import additional information to populate the Advanced template. You can see the data needed for each here:

Can I import from another data source?

At present, the options for importing your data are Excel or Manually Enter. If you want to bring in data from another source, we recommend exporting that data and using the Excel import template to import into Spotlight Sustain. If you have a suggestion for a data source you'd like to see added, please let us know.

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