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Importing Monthly Data Via 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

PHDwin supports a variety of pre-mapped (canned) data imports that allow you to import and/or create cases including header information and monthly production data. This tutorial demonstrates the process for importing monthly production data via a CSV file and offers best practices to help ensure a smooth import.

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