- Prepare your data for a clean, accurate import
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Gather and cleanse your data 5 min
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Demo: Format data for import 4 min
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Standardize your data 4 min
- Add and update data to leverage information from other systems
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Demo: Decide on duplicate management rules to maintain clean, accurate data 2 min
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Knowledge check 2 min
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Demo: Import new data into Sell 6 min
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Decide if you need to update records in bulk 4 min
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Demo: Create a batch update to import data from other sources 3 min
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Knowledge check 2 min
- Wrap Up
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Course Summary 2 min
On-Demand: Import data into Sell for additional context
Video (14 min)
Reading (20 min)
Description
Whether you are transitioning to Sell from an existing Sales CRM system, or you are setting up a new Sell instance from scratch, you’ll learn critical admins skills like importing existing records into Sell to give your users additional context in this course.
Audience
Zendesk Sell Admins
Recommended Pre-requisites
Introduction to Sell
Instructional Designer