Project Description

Linking Records through Import

TOPICS COVERED

Watch this video to build on your knowledge of importing data into Workbooks.  This tutorial shows you how to link imported data to records already in your system as well as to how to extend an import to bring in two types of records at the same time.  The worked examples cover importing Organisations, then separately importing People linked to them, as well as extending the People import to create Campaign Membership records.

LENGTH IN MINUTES:
22:42