Tools & Features
Are you looking to update or add data in bulk? These step-by-step guides will demonstrate how to simplify this process using our features.
Outlook Add-In
Importing Data
- Importing data with Classifications
- Create Relationships between two records
- Update existing Records
- Import Overview
- Formatting your data for import
- Legacy feature - How do I import data and link each record to another that already exists?
- Legacy feature - How do I bulk import data of a single record type?
- Legacy feature - How do I bulk import two different record types and relate them together?
- Legacy feature - How do I import data and link it all to a single existing record?
- Single Entity Import