---
title: "Transfers quickstart"
slug: "quick-start"
tags: ["Bobsled Transfers"]
updated: 2025-06-04T08:50:09Z
published: 2025-06-04T08:50:09Z
canonical: "bobsled.com/quick-start"
---

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

# Transfers quickstart

This quick start guide shows you how to easily create, configure, and navigate your Bobsled account.

> [!NOTE]
> **TIP:** To learn how to engage with Bobsled programmatically, check our [API documentation ↗](https://api.bobsled.co/reference/getting-started)

---

### Step 1: Log in to Bobsled

Using your credentials, log in to your Bobsled environment. Depending on your [role](/v2/docs/users-and-roles), what you can see and do may be slightly different.

### Step 2: Set up a data source

1. From the left sidebar, choose **data sources**
2. Click the button ‘**add source’.**
3. Follow the setup wizard, and once you’re done, click **Save**. Once a successful connection is established, Bobsled will start **indexing** your data source. Learn more about [data sources](/v2/docs/sources)

> [!NOTE]
> **TIP:** **Setting up sources** in Bobsled may require special permissions or provisioning. Make sure you confirm which prerequisites are required when setting up your data source.

### Step 3: Create a share

1. From the left sidebar, select **shares**
2. Click the **create share** button. For more in-depth information, visit the [Create and manage a share](/v2/docs/configure-share) guide

### Step 4: Enter share name and description (optional)

1. Hover the title, and click on the **pencil** icon
2. Add a name to your share that will help you remember it later. You can also add a description to your share for internal purposes
3. Click **save**

### Step 5: Choose data source

1. Click on **Pick source**
2. Select your source from the dropdown list of available items
3. Click **Save**.

### Step 6: Choose destination and add access methods

1. Click on **Pick destination**
2. Choose your preferred **destination**, cloud platform if applicable, and **region**, and follow the setup wizard. Depending on the destination type, you can add access methods later. Learn more about [destinations supported by Bobsled](/v2/docs/destinations)
3. Click on **Finish**

> [!NOTE]
> **NOTE:**
> 
> Data gets transferred to Bobsled-managed destinations with or without access methods. Granting access to the destination grants your consumers access.

### Step 7: Add consumer organization (optional)

1. Click on ‘**add consumer organization’** and add or create a new [Consumer organization](/v2/docs/consumer-organizations)
2. Click on ‘**Done’**. These count as an identifier for the consumer of your data and are used for billing purposes

> [!NOTE]
> **NOTE:** If you have [Multi-tenant Filtering](/v2/docs/multi-tenant-filtering) enabled for your account, Consumer organizations are required.

### Step 8: Transfer data

1. Once your source and destination are set, click on ‘**create transfer**’
2. Select which data you want to transfer and click **continue**. Follow the wizard steps, if applicable—Bobsled is designed to cater for [different sources and destination types](/v2/docs/transferring-data), so what you see may vary based on the source–destination combo
3. Click on **continue**, review your transfer and sync options, and click **start transfer**

### Step 9: Monitor transfer data

Bobsled will let you know when the transfer is complete and its status. In the process, you can check the [logs](/v2/docs/logs) tab to learn more about which steps of the transfer your data is in

1. Once your first transfer is complete, click on ‘**access data**’
2. Follow the instructions on how to access the data that you can share with your consumers

Learn more about how to consume a data transfer on the [Destinations](/v2/docs/destinations) guides

### Step 10: Share more data

Increase the reach of your data! Create new shares, enabling data to be delivered where your consumers need it