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Welcome
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Importing Your Data Staff Introduction
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Course Introduction
- Introduction to the Import Manager
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Lesson 1 - What is the Import Manager?
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Lesson 2 - Watch It: Relationships in Neon CRM
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Check Point
- Preparing Your Account Data for Import
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Lesson 1 - Preparing Your Account Data for Import
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Lesson 2 - Create It: Preparing Your Account Data for Import
- Importing Your Account Data via the Import Manager
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Lesson 1 - Watch It: Importing Your Account Data
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Lesson 2 - Practice It: Importing Your Account Data
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Lesson 3 - Create It: Importing Your Account Data
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Watch It: Running a Duplicate Scan
- Conclusion
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Review
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Resources
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Goodbye!
Importing Your Account Data (STAFF)
By the end of this course you will be able to:
- Examine the Import Manager functionality
- Identify the required fields necessary for importing account data
- Examine common data formatting errors, Import Manager account data limitations, and custom data fields
- Format your account data for import
- Execute an account data import via the Import Manager