Linking Records Through Import Type: #Importing Training#Newsroom Once you’re familiar with the basics of importing, you’re likely to need to understand slightly more advanced approaches. This video covers how to import Organisation records, then carry out an import to bring in People...
Import Basics Type: #Importing Training#Product Videos This tutorial takes you through the basics of importing data into Workbooks. It covers the stages of the Import Wizard, which are relevant for any import, and provides a worked example of importing Sales Lead. You can...