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Articles tagged "map" returned 41 results.
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Data Import Tips
...not mapped – click back to map the field Field too long – check original cvs file Incorrect date format – used YYYY/MM/DD or DD/MM/YYYY – amend the cvs file...
GDPR Definitions
...other business software products, will be one element of your GDPR strategy. After completing a GDPR compliance review and formulating a plan it is likely you will need to map...
Using the Xero Integration
...pushed to Xero on creation: Close modal The Gold-Vision Account can then be accessed from Xero Contacts list. Close modal Info The mapping applied from Gold-Vision to Xero will depend...
Configuring Gmail Mail Tracking with Basic Authentication
...Tracking Settings’ Close modal Enter the following values in the fields shown: Type: ‘IMAP v2’, Host Address: imap.gmail.com Mailbox Username/Alias: User’s Gmail email address Mailbox Password: User’s Gmail password Use...
Importing your data
...if your sample import is perfect, you can import your full file. Click the File Field (Source) Cell to map the fields in your CSV file to the Gold-Vision Field...
Preparing your data
...your records contain the match keys – if not, split the file Areas such as duplicate identity & match keys, considerations for data mapping and risk assessment need careful attention....
Using the QuickBooks Online integration
...in QuickBooks Online. Information such as Company name, Business Address and telephone number will be sent from Gold-Vision. Info The mapping applied from Gold-Vision to QuickBooks Online will depend on...
Using the Exchequer Integration
...integration fields mappings will also be pushed into your Exchequer customer record i.e. your billing address. Close modal Send a Sales Order to Exchequer The quotes module in Gold-Vision is...
Create a Lead List
...the screen design and mapping your fields for promotion. Lead List Settings Enter the List Name to help you identify your Lead List. Select your List Type – this can...
Data bridge import
...look for specific, predefined data in mappings and then add to or update your Gold-Vision system. Close modal One-off or automated Imports Data Bridge jobs can run one-off jobs, or...
