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How to get started using Salesflare - Import data

Salesflare
1.11K subscribers
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3.1K views 7 years ago
Import existing data into Salesflare. 📊 https://howto.salesflare.com/salesfla... In this video, Keri explains: 0:12 - How the import module works 0:36 - Why you should separate entities before import 1:00 - What the dropdown menus are for & how to name your headers 1:35 - How to import custom data 2:15 - What the golden rules of importing are 3:45 - What fields are required to import per entity 5:36 - How to avoid duplicates 6:30 - What the different types of data for import are 7:18 - How to import dates 7:42 - What to do if your import fails For more Salesflare knowledge, check out: https://howto.salesflare.com For all things automated, read up here: https://blog.salesflare.com To start a free trial, join us at: https://salesflare.com ...more
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How to get started using Salesflare - Import data
18Likes
3,105Views
2018Feb 26
Import existing data into Salesflare. 📊 https://howto.salesflare.com/salesfla... In this video, Keri explains: 0:12 - How the import module works 0:36 - Why you should separate entities before import 1:00 - What the dropdown menus are for & how to name your headers 1:35 - How to import custom data 2:15 - What the golden rules of importing are 3:45 - What fields are required to import per entity 5:36 - How to avoid duplicates 6:30 - What the different types of data for import are 7:18 - How to import dates 7:42 - What to do if your import fails For more Salesflare knowledge, check out: https://howto.salesflare.com For all things automated, read up here: https://blog.salesflare.com To start a free trial, join us at: https://salesflare.com

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Salesflare

1.11K subscribers