- Important Notes Before You Begin
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Important Notes Before You Begin (4:45)
- Creating an Account Custom Field Before Importing Your Data (Optional)
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Creating an Account Custom Field Before Importing Your Data (Optional - 4:41)
- Using the Import Manager
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Intro - Using the Import Manager (2:03)
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Part I (Option A) - Importing Accounts with Account IDs (6:53)
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Part I (Option B) - Importing Accounts without Account IDs (6:12)
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Part II - Importing Your Data (6:37)
- Using the Duplicate Management Tool (Optional)
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Using the Duplicate Management Tool (Optional - 5:41)
- Troubleshooting FAQs and Related Resources
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Troubleshooting FAQs
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Resources
Importing Your Account Data for New Neon CRM Clients
In this course, you will learn how to conduct your initial import of account data into Neon CRM.
By the end of this course, you will be able to:
- Create an account custom field
- Format your data spreadsheet
- Import your account data into Neon CRM
- Utilize the Duplicate Management tool