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Importing data

Importing rules and logic
This article uses a lot of terms that you may need to understand before you can get full value out of the article, so if you are unsure, please visit this a...
Mon, 27 Sep, 2021 at 2:38 PM
How do I bulk import data?
Using our dynamic import tool, Enterprise Administrators and Team Leaders can import bulk data directly from a .csv file into your Consultation Manager dat...
Tue, 20 Apr, 2021 at 8:18 AM
How do I import data and link them to multiple records that already exist?
Using our dynamic import tool, Enterprise Administrators and Team Leaders can import bulk data directly from a .csv file into your Consultation Manager dat...
Mon, 27 Sep, 2021 at 2:00 PM
How do I bulk import different types of data and link them together?
Using our dynamic import tool, Enterprise Administrators and Team Leaders can import bulk data directly from a .csv file into your Consultation Manager data...
Thu, 13 May, 2021 at 3:52 PM
How do I import data and link it to a single existing record?
Using our dynamic import tool, Enterprise Administrators and Team Leaders can import bulk data directly from a .csv file into your Consultation Manager data...
Thu, 13 May, 2021 at 3:53 PM