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Articles tagged "Data Management" returned 240 results.
Page 19 of 24
Using the Exchequer Integration
...a change to a status as shown below. Close modal Once the change is saved, the integration will push the account into Exchequer. The data you have specified in your...
Managing your Exchequer Integration
...Close modal Select your integration Close modal You can define your field mapping and also the triggers from this page, triggers are created to define the action by which data...
Using Office 365 Contact Synchronization
...“Sync With O365” button to synchronise. Close modal Close modal Data that can by synced from Office 365 The following data that is present in Office 365 against a contact...
Lead Forensics Integration Overview
Close modal Gold-Vision’s integration with Lead Forensics feeds data into your Touch Points list, giving you a greater idea of who is spending time on your website. In turn,...
QuickBooks Online Integration Overview
...in part to this intelligent integration’s automatic synchronisation of customer data between the two systems. As a result, you can rest assured that all of the information between both platforms...
Sage 50 Integration Overview
...from Gold-Vision bookings Import Sage transaction history to Gold-Vision Import Sage activity data to Gold-Vision Below are two examples on how you can use the integration to streamline business processes...
Xero Integration Overview
...never need to worry about duplicating data. Single consolidated view You’ll no longer need to wait to learn the health of your finances. Pull together all customer information into one...
Using Loqate Email Validation
...records at a time to send for validation. Items with a validation status from Pending through to Fully Validated will all appear in the Validated Data screen in Settings. Close...
Configuring Loqate Email Validation
...The first step is install the Loqate Integration from our storefront. Open the Integrations menu Select Loqate Data Validation Install Close modal Or, similarly on your Lead screen: Close modal...
