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Articles tagged "import-type" returned 187 results.
Page 5 of 19
Microsoft Outlook Integration Overview
...is a great tool to use if you have multiple team members working with the same customer. Automatic contact imports – Gold-Vision automatically imports or exports contacts and matches them...
Office 365 Contact Sync Integration Overview
Close modal Gold-Vision’s 365 Contact Synchronisation (O365 Contact Sync) can provide the ability to synchronise contacts from within Gold-Vision to your individual O365 account or enable import of Contacts...
QuickBooks Online Integration Overview
...your transaction history from QuickBooks Online into Gold-Vision Import tax codes from QuickBooks Online into Gold-Vision Import foreign currencies from QuickBooks Online into Gold-Vision Customer integration Create Gold-Vision Accounts that...
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...
Using the ZoomInfo Integration
...prompt for the URL which you can paste from ZoomInfo to import the data. Once you click Import the information from ZoomInfo will be displayed. Close modal You can then...
HTML templates
...to see it in a browser view, or send yourself a copy by selecting Send Preview: Close modal How to import a HTML template You can also easily import zipped...
Configuring the Eventbrite Integration
...Eventbrite Events. Eventbrite Owner The user with the Eventbrite Social Authenticator will be made the owner of the new Gold-Vision Event. Gold-Vision Import User The user who selects the Import...
Configuring the SharePoint Online Integration
...document editing Warning Important: Please note that Gold-Vision can only integrate with a single document storage system and therefore if you have already integrated with another document storage system you...
Gold-Vision 8 Upgrade Planning
...you are still using Legacy Campaigns Contact Outlook synch Planned for Q4 TPS Import Please speak to your Account Manager if you use the TPS Import Local document storage This...
Eventbrite Integration Overview
...you integrate with Gold-Vision CRM. When integrated with our system, Gold-Vision automatically and continuously creates ticket types and bookings for your imported events. Plan Easily create your event within Eventbrite...
