Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 5 Next »

https://youtu.be/m3e4Ftf8Od8

https://actionstep.zendesk.com/hc/en-us/articles/360024062594-How-do-I-carry-out-a-data-import-into-Actionstep- in Actionstep Help Center


Hands-on

  • Import contacts, matters, and parties using the attached spreadsheets.

 

Desktop Document Import Tool

https://youtu.be/uqs4gLLt3tE

A note about Data Imports

As much imported data is from spreadsheets, it is important that the format and data be proper. It is also important to establish expectations with the customer of who will be responsible “cleansing” the data: The partner or the customer.

Continue to Addons & Integrations =>

  • No labels