Importing Your Event Registration Data

This course provides learners an overview of importing event registration data into Neon CRM via the Import Manager.

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About this course

This course provides learners an overview of importing event registration data into Neon CRM via the Import Manager.

By the end of this course you will be able to:

  • Examine the Import Manager functionality
  • Identify the required fields necessary for importing event registration data
  • Examine common data formatting errors and Import Manager event registration data limitations
  • Format your event registration data for import
  • Execute an event registration data import via the Import Manager

Curriculum

  • Welcome
  • Course Introduction
  • Introduction to the Import Manager
  • Lesson 1 - What is the Import Manager?
  • Importing Data: Import Manager
  • Lesson 1 - Watch It: Getting Ready for Your Event Registration Data Import
  • Lesson 2 - Watch It: Importing Your Event Registration Data
  • Lesson 3 - Practice It: Importing Your Event Registration Data
  • Lesson 4 - Create It: Importing Your Event Registration Data
  • Conclusion
  • Review
  • Resources
  • Goodbye!

About this course

This course provides learners an overview of importing event registration data into Neon CRM via the Import Manager.

By the end of this course you will be able to:

  • Examine the Import Manager functionality
  • Identify the required fields necessary for importing event registration data
  • Examine common data formatting errors and Import Manager event registration data limitations
  • Format your event registration data for import
  • Execute an event registration data import via the Import Manager

Curriculum

  • Welcome
  • Course Introduction
  • Introduction to the Import Manager
  • Lesson 1 - What is the Import Manager?
  • Importing Data: Import Manager
  • Lesson 1 - Watch It: Getting Ready for Your Event Registration Data Import
  • Lesson 2 - Watch It: Importing Your Event Registration Data
  • Lesson 3 - Practice It: Importing Your Event Registration Data
  • Lesson 4 - Create It: Importing Your Event Registration Data
  • Conclusion
  • Review
  • Resources
  • Goodbye!