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)
    • Allowing Duplicate Records
    • Review Mapping
  2. Tracking File Import Progress
  3. Backend (Advanced settings) data management import of CSV (or Excel)
    • Allowing Duplicate Records
    • Review Mapping
    • View any Successes and Failures from the import