CustomBooks

Data Import Tool
Handling Duplicates That Are Not The Same
Overview When importing data into CustomBooks™, you may encounter a situation where some of the records you are trying to import already exist in your company. In these cases, you may wish to ignore these records or you may wish to update them with ...
Data Import Tool - Lists
Highlights Explore the new features of our rebuilt Data Import Tool for Lists. Import multiple data import types for Lists in the same import session, using one or many files - your choice! Example: Import Companies with it's related data types: ...

Data Import Tool