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Articles tagged "import-type" returned 187 results.
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Importing your data
Data import step by step Once you have prepared your data and downloaded the import tool, click to start a new import: Select the Import Type Select your file. Note:...
Configure QuickBooks Online integration
...be imported to Gold-Vision Edit Mappings lets you choose which QuickBooks Online Tax Code fields data you want to send to Gold-Vision Run Single Import will import all Tax Codes...
Import types
You will need to select the Import Type depending on the data you are importing Close modal Import Types & Match Keys This table below explains the different types and...
Import Contacts from Office 365 into Gold-Vision
...or select a number of contacts to update Import Contacts You can also import contacts from office 365, not only sync them. Imported contacts will appear under the imported contacts...
Data bridge import
Data Bridge for Gold-Vision CRM Enable automated importing of sets of data into Gold-Vision, to create and/or update records. The Data Bridge allows imports of multiple data sets from different...
Preparing your data
...import a small number of sample rows (and check the results) before you embark on a new, large import. When doing this, save the import definition – then if your...
Data Import Tips
...large import. Save the mapping then once the test rows have imported, upload the main file and select Load Close modal Drop Downs The import tool will identify any missing...
Downloading the Data Import Tool
...the Data Import tool. Download the Data Import Tool Go to Settings (Gear icon) → Lead Management Settings → click the ‘ Data Import Tool’ link to download. This short...
Importing your Leads
...Import Download the Gold-Vision Import tool, and switch to the Lead Imports tab. Close modal Start a new import and select your file (see preparing your Data) Map the fields...
Data Bridge
Data Bridge for Gold-Vision CRM Enable automated importing of sets of data into Gold-Vision, to create and/or update records. The Data Bridge allows imports of multiple data sets from different...
