- Important Notes Before You Begin
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Important Notes Before You Begin (5:13)
- Creating an Event Custom Field Before Importing Your Data (Optional)
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Creating an Event Custom Field Before Importing Your Data (Optional - 3:09)
- Creating a Legacy Event Before Importing Your Data
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Creating a Legacy Event Before Importing Your Data (2:24)
- Using the Import Manager
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Intro - Using the Import Manager (2:09)
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Part I (Option A) - Importing Data with Account IDs (5:44)
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Part I (Option B) - Importing Data without Account IDs (6:28)
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Part II - Importing Your Data (5:49)
- Using the Duplicate Management Tool (Optional)
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Using the Duplicate Management Tool (Optional - 5:43)
- Troubleshooting FAQs and Related Resources
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Troubleshooting FAQs
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Resources
Importing Your Event Registration Data for New Neon CRM Clients
In this course, you will learn how to conduct your initial import of event registration data into Neon CRM.
By the end of this course, you will be able to:
- Create an event custom field
- Format your data spreadsheet
- Import your event registration data into Neon CRM
- Utilize the Duplicate Management tool