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Data Import Guide

  • CSV IMPORT - INTRODUCTION
  • CSV IMPORT - BEST PRACTICES
  • CSV IMPORT - SECTION 1 | DATA ACQUISITION
  • CSV IMPORT - SECTION 2 | DATA PREPARATION
  • CSV IMPORT - SECTION 3 | TEST AND IMPORT
  • CSV IMPORT - SECTION 4 | CONFIRM IMPORT
  • CSV IMPORT - SECTION 5 | TIPS
  • CSV Import: Creating New Contact vs Updating on Existing Contact
  • Create Your CSV File
  • Basic Import Templates
  • Advanced Import Templates
  • Data Glossary
  • Importing to a Project
  • Excel Tips & Tricks
  • Import - Troubleshooting

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