Knowledge Base

Fast Import makes it possible to upload large quantities of data into Workbooks very quickly. In contrast to the standard Import job which works through roughly 10 records a second, the Fast Import functionality will

This troubleshooting guide can be used to guide with some of the commons issues/errors associated with running Import tasks. Click on any of the links below to find the desired resolution to the issue you are

An Overview of how to check the status of any Imports you have run

It is important to make sure that your data is correct and does not contain duplicates or errors before you try to import it into Workbooks

A run through of the steps to follow when importing data

If you have existing data in other CRM systems, databases or spreadsheets, you can import it into Workbooks from a CSV file