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Welcome
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Course Introduction
- Introduction to the Import Manager
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Lesson 1 - What is the Import Manager?
- Preparing for Import: Working with Membership Data
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Lesson 1 - Preparing Your Membership Data for Import
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Lesson 2 - Create It: Preparing Your Membership Data for Import
- Importing Data: Import Manager
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Lesson 1 - Getting Ready for Your Membership Data Import
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Lesson 2 - Watch It: Importing Your Membership Data
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Lesson 3 - Practice It: Importing Your Membership Data
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Lesson 4 - Create It: Importing Your Membership Data
- Conclusion
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Review
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Resources
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Goodbye!
Importing Your Membership Data
This course provides learners an overview of importing membership data into Neon CRM via the Import Manager.
This course provides learners an overview of importing membership data into Neon CRM via the Import Manager.
Learning Objectives:
- Examine how Import Manager works
- Identify the required fields necessary for importing membership data
- Examine common data formatting errors and Import Manager membership data limitations