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How to Import Data with a CSV or Excel File

Topics covered in the video: –
— 2 ways to import data —

1. Main Screen import by CSV (or Excel)
a. Allowing Duplicate Records
b. Review Mapping
2. Tracking File Import Progress
3. Backend (Advanced settings) data management import of CSV (or Excel)
a. Allowing Duplicate Records
b. Review Mapping
c. View any Successes and Failures from the import

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