Gathering & Preparing Data For Your Import​

Preparing your data correctly is essential for a smooth and successful bulk upload. This training will guide you through the process of using the bulk upload tool to efficiently add your data to the system.
In this session, we’ll cover:

Gathering data from external sources
Key considerations before uploading
Understanding the EveryAction import template
Best practices for preparing your data

Join us to learn how to streamline your data import process and ensure accuracy from the start!