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Before You Begin!
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Importing Overview 6 min
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Knowledge Check 1 min
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Error Reports 5 min
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Knowledge Check 1 min
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Data Download 1 min
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Import Manufacturers and Customers 6 min
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Import Products 5 min
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Import Orders 4 min
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Knowledge Check 1 min
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Key Takeaways 4 min
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Course Feedback 1 min
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Next Steps
Course 6 - Importing Data
Learn how to import large amounts of data into your TrackVia applications quickly and easily.
This course covers how to add data to your application both at the start of your application launch and on an ongoing basis. Admins will learn how to successfully import data into TrackVia from a spreadsheet.
Learning Objectives
- Order of operations when importing
- Error reports
- Importing to add
- Importing to update
- Importing to add and update
- Importing to link to parent records
Recommended Prerequisites
Related Knowledge Base Articles
How to import data
How to import a spreadsheet
How to import and link records to a related table