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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
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...
Tue, 20 Apr, 2021 at 8:18 AM
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