Data Import Tips

...the whole grid. I.E if you are importing Accounts AND Contacts, the Account fields will be highlighted in a different colour to that of the Contact fields. There is a...

Create a Lead List

...or Approval Required. These settings can be amended at anytime.   Importing Lead Lists Lists can be imported from a spreadsheet using the Gold-Vision Data Import Tool, see your Gold-Vision...

Data

Products

Products can be created in Gold-Vision either by importing your product details or creating them manually in the Settings area under Products. Info You will need to have created your...

Using your Sage 200 integration

...is a standard solution we can enable for integrations if required. Transaction history is imported to purposed built extension tables within Gold-Vision. Importing transaction history into Gold-Vision allows users to:...

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...

Data Bridge

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...

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...

HTML templates

...zip. file. Please take note of the following when importing HTML into Connect: Include all style and design in the same HTML file Do not use external style sheets (.css)...

Import TPS (Telephone Preference Service ) Data

In Gold-Vision Administrator users can import a of phone numbers that are included on the Telephone Preference Service. This will will prevent users to make phone contact and also to...