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Importing Data Video (Web)

Learn how to import data into Terros web, using an account CSV to walk through setup, column mapping, results, and error fixes.

Written by Hunter Allred

In this video

  • Choose an import type and configure an Accounts import

  • Upload a CSV and map its columns to Terros fields

  • Review the import setup and start the import

  • Check results and correct failed rows

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