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Importing Data as a CSV

Getting Started Page
1. Logging In & Creating Databases
2. Customizing the Interface with Views
3. Importing V2 Databases
4. Getting Started On New Evaluations
5. Applying Prices
6. Applying Expenses
7. Using the Prospect Case Creator
8. Running Reports
9. Importing Monthly Data Via CSV
10. Importing Daily Data Via CSV
11. Importing Data as a CSV

Importing data via CSV is an easy way to import a variety of data types from almost any data source. This tutorial will demonstrate a typical import process and offers best practices to ensure a smooth import.

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