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Articles tagged "import-type" returned 190 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...

Importing your Leads

Files can be imported into Lead Management in separated text formats such as CSV or tab delimited. Leads Import On the Data Importer click the Leads Imports tab – Start...

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...

Updating an Import

...Rather that creating a new lead list you can update an existing lead list. Tip You can only update an import if the Leads were imported using the Import Tool....

Downloading the Data Import Tool

...Configure the Import Tool After downloading and installing the import tool, run it. Enter the URL of your Gold-Vision instance followed by /Legacy/import/gvimport.asmx e.g if we host your Gold-Vision: https://yourinstance.goldvisioncrm.com/Legacy/import/gvimport.asmx...