This guide will give you an overview of what data essensys can import when you start using Operate.
An Excel document will be provided to you that will require the following key customer data to be updated; your essensys PM will then manage the upload of this data in to your new database.
Organizations
Locations
Client types
Product groups
Products
Accounts
Contacts
Please note we are unable to upload the following:
Leads
Opportunities
Prospect Accounts
Customer Balances / Invoices