TrackVia University: Importing Data Course

About TrackVia University 

 
In addition to the detailed written articles found in this knowledge base, TrackVia University offers a hands-on learning experience through a series of on-demand video courses. Below is an overview of the Importing Data course, which can be found here.

Importing Course Overview

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

  1. Order of operations when importing
  2. Error reports
  3. Importing to add
  4. Importing to update
  5. Importing to add and update
  6. Importing to link to parent records

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