Administration

Data

Downloading the Data Import Tool

The Data Import tool enables the Gold-Vision Administrator to import large amounts of data into Gold-Vision. You will need to have access to Settings → Lead Management settings to download the Data Import tool.

Download the Data Import Tool

Settings → Lead Management Settings → click the link to download. This short clip shows how to download the Import Tool,

Info

Please note – if you have already downloaded the import tool to use with Gold-Vision 7 you will need to copy the new URL which includes ‘legacy’

Install the Import Tool

Copy the URL, click to download. Run the .exe file to install. If you host your Gold-Vision click Connect. If we host your Gold-Vision click Advanced Options → untick Connect as current user and add your password → Connect

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