Imports Utility
Use this utility to import data into Vantagepoint from other sources.
Videos
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Learn how to navigate through the hubs and set up labels and lists. The video also introduces the import process, which automates the data entry process. |
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Learn about the hubs used by CRM users, and how to enter data into hubs manually, import data from outside sources, and quickly find or add a record. |
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Learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources. |
- Related Topics:
- Available Imports
The data imports that are available to you depend on the Vantagepoint modules that your enterprise has activated. - Import Records from Comma-Separated Values (.csv) Files
If you have access to the Import and Export utilities in the browser application, you can run an import process that adds multiple records from comma-separated values (.csv) files into Vantagepoint. This allows you to quickly add multiple records into the application. - Imports Form
Use the options on this form to import data from comma-separated values (.csv) files, to quickly add multiple records to Vantagepoint. - Learn More About...
Learn more about importing data from other products into Vantagepoint.
Parent Topic: Imports & Exports