Importing Data

Data import wizard: video example
In this article, we give a quick overview of the data importing functionality. let's start with importing new accounts. First we structure the data...
Tue, 26 Oct, 2021 at 9:13 AM
How to resolve a failed import
Importing data can go wrong, below we give an example of how to resolve this issue.
Mon, 25 Oct, 2021 at 3:09 AM
Data import wizard: basics
Goal Probably, your organization uses multiple spreadsheets in which important information is stored. It can be very helpful to have access to this invest...
Tue, 26 Oct, 2021 at 9:13 AM
Data import wizard: example
Transpose  Replace values of Account Owner by IDs Copy ID fro...
Tue, 26 Oct, 2021 at 9:15 AM
Example: Import Deals from your Spreadsheet into Venturelytic
The tutorial below provides you an example of how to import a list with deals into your "Investment Opportunity" overview in Venturelytic via the ...
Mon, 23 Jan, 2023 at 8:53 AM