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Articles tagged "import-type" returned 187 results.
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Gold Vision Import Report
A data import may fail due to incorrect mappings or invalid data. If an import fails, a Gold-Vision Import Report can be emailed to the user. The report contains a...
Updating an Import
...could create a unique reference for all leads. Update Import step by step Right click on the original Lead Import and select Update Import Close modal Select the updated file....
Using your Sage 50 Integration
...Accounts. Transaction History Import The transaction history import is a standard solution we can enable for integrations if required. Importing transaction history into Gold-Vision allows users to: Utilise Gold-Vision dashboards...
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...
Configure Xero integration
...tax codes will be imported to Gold-Vision: Close modal 4. Currency Import – enable this so that currency will be imported to Gold-Vision: Close modal Edit the Import time, frequency...
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...
Using your Sage 200 integration
...credit memos, in Gold-Vision. This data can be accessed in two ways, either from the top level View menu, or against individual Accounts Transaction History Import The transaction history import...
Introduction to Importing Leads
...Gold-Vision Data. Importing Leads Steps Configure Lead Management Settings Prepare your data Download the Data Import Tool Import your Leads Configure your Lead screen Assign leads Qualify, progress leads, promote...
Import TPS (Telephone Preference Service ) Data
...TPS Import Close modal Click Choose file and select the file you have previously saved on your machine. Gold-Vision will then import and match the phone numbers with the numbers...
Preparing your Lead Data
...you need to import more Leads to the Lead List or update import as you will need a match key . If you think that you might at some point...
