Quick Import (BETA) Last updated : 26th November 2024 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 Continue Reading
Imports Troubleshooting Last updated : 31st October 2023 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 Continue Reading
Managing your Imports Last updated : 27th April 2025 An Overview of Checking the Status of Your Imports Continue Reading
Preparing your Import Data Last updated : 25th April 2025 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 Continue Reading
Workbooks Import Wizard Last updated : 16th December 2010 A run through of the steps to follow when importing data Continue Reading
Introduction to Importing Last updated : 24th April 2025 If you have existing data in other CRM systems, databases or spreadsheets, you can import it into Workbooks from a CSV file Continue Reading
