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

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