Webinar - Zengine Admin Importing Data
This webinar was recorded April 16, 2021
This webinar consists of admin tasks using the data import feature in Zengine. The majority of what will be covered is intermediate/advanced learning level. We look at what steps you should take before importing data, importing new records, importing drafts, importing to update existing records, and also the steps for importing historical data into your database form structure.. So whether you are new to using the Zengine or familiar, but looking to increase your knowledge, this webinar is for you.
If this is your first time importing, we suggest you watch the entire webinar and not skip around.
- 00:00 Intro/Agenda
- 01:22 Starting Tips/Scrubbing Your Data
- 06:57 Simple Import
- 14:37 Import as Draft
- 23:09 Import to Update
- 35:53 Import with Linking (Historical data importing)