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Articles tagged "importing" returned 21 results.
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Importing your Leads
...the fields in your Gold-Vision. It also allows you to mark which fields can identify each object Close modal Note: We recommend importing a small number of sample rows (and...
How to prepare your data for importing
How to prepare your data for importing on Gold-Vision 8....
Introduction to Importing Leads
...Lead Import Tool… Configure Lead Management Settings Prepare your data Download the Import Tool Importing your Leads Updating an Import Configure your Lead screen Assign leads Qualify, progress leads, promote...
Importing your data
...We recommend importing 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...
Importing a Collection
To import a collection you can follow these steps below. Still having issue? Please look at Postman’s Guide here From within Postman you will see an import button clicking on...
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...
Downloading the Import Tool
Importing Leads uses the same import tool as importing data in to Gold-Vision. See Downloading the Data Import Tool for more information. Info You will need to be a Gold-Vision...
Preparing your data
...in your spreadsheet which you are not worried about importing – delete and remove them before saving. Also remove any blank columns. There should only be one worksheet in the...
Creating A Lead
...also be bulk imported using the Import Tool. See Lead Importing for more information. Importing Leads will automatically create a Lead List at the same time with your fields included....
Using the Eventbrite Integration
Import Events into Gold-Vision Once you are successfully authenticated and integrated with Eventbrite, you can start importing your Eventbrite Events into Gold-Vision. Add the Eventbrite Imports Menu: Close modal Click...
