---
title: "Prep data"
slug: "prep-data"
description: "For Sales IQ to generate summaries aligned with your objective, you must prep your data in the system, then run the data through the desired engine."
updated: 2023-10-06T14:02:56Z
published: 2023-10-06T14:02:56Z
canonical: "docs.zilliant.com/prep-data"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Prep data

For Sales IQ to generate summaries aligned with your objective, you must prep your data in the system, then run the data through the desired [engine](/v1/docs/about-engine-outputs).

To prep your data:

1. Normalize your data to [one currency](/v1/docs/convert-currency) as needed.
2. Refresh your [time periods](/v1/docs/refresh-time-periods).
3. Refresh your [seasonality data](/v1/docs/refresh-seasonality).

When you run the data through an engine, Sales IQ processes your data as system entities based on three data types:

- Customer data
- Product data
- Transaction data

## Customer data

Sales IQ processes customer master data as **Customer** entities. To view your normalized customer data, go to the Sales IQ Customers worksheet. Depending on your user permissions, the worksheet will resemble the following image.

![SIQ Customers worksheet](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/SIQ%20Customers%20worksheet.png?sv=2026-02-06&spr=https&st=2026-11-12T13%3A28%3A03Z&se=2026-11-12T14%3A28%3A03Z&sr=c&sp=r&sig=JxErDpCZGY2V0Uqb%2BKtJCgC7Xy9Zh0C0wC9srbAZ9pU%3D)

Each customer has a **Customer Id** attribute. This attribute is a unique ID for the customer.

## Product data

Sales IQ processes product master data as **Product** entities. To view your normalized product data, go to the Sales IQ Products worksheet. Depending on your user permissions, the worksheet will resemble the following image.

![SIQ Products worksheet](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/SIQ%20Products%20worksheet.png?sv=2026-02-06&spr=https&st=2026-11-12T13%3A28%3A03Z&se=2026-11-12T14%3A28%3A03Z&sr=c&sp=r&sig=JxErDpCZGY2V0Uqb%2BKtJCgC7Xy9Zh0C0wC9srbAZ9pU%3D)

Each product has a **Product Id** attribute. This attribute is a unique ID for the product, and matches the product’s lowest level part number or SKU.

## Transaction data

Sales IQ processes transaction master data as **SIQ Transaction Aggregated** entities. Each entity has the following attributes:

- **Customer Id**—Unique ID for the corresponding customer.
- **Product Id**—Unique ID for the corresponding product. This attribute matches the product’s lowest level part number or SKU.
- **Aggregation Period**—A weekly, monthly, or custom aggregation period:

To edit, read [Refresh time periods](/v1/docs/refresh-time-periods).
  - When using a weekly aggregation, store this attribute as the Monday of each week.
  - When using a monthly aggregation, store this attribute as the first of each month.
  - When using a custom aggregation, store this attribute with a custom start and end date.

To navigate, go to **Sales IQ** > **Engine Config** > **Sales IQ Customers**.

To navigate, go to **Sales IQ** > **Engine Config** > **Sales IQ Products**.