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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
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