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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...
Fri, 5 Jun, 2020 at 9:03 AM
Importing Records of a single Record type
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, 27 Oct, 2020 at 9:37 AM
Importing Records related to existing Records
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, 27 Oct, 2020 at 12:00 PM