Utilising the Dynamic Import Tool

Our Customer Success team will guide you through our structured process of importing data successfully.

Utilising the dynamic Import tool

Importing data is an efficient and effective way to add new records to your database quickly. Ensuring your data is appropriately prepped and formatted will make this process much easier.

Consultation Manager’s dynamic Import tool allows Enterprise Administrators and Team Leaders to easily import bulk data directly into your database.

Our Customer Success team will guide you through our structured process of importing data successfully.

Our team will cover the following:

• Guidelines for effectively using the Import tool

• Preparing your spreadsheet for import

• Mapping appropriate fields to entities

• Creating templates for your imports