VIDEO: Import System Training

Contents

• 00:00 Introduction to Infoodle Data Import Tool
• 00:43 Understanding Key Data Fields
• 03:00 Standard and Custom Fields
• 04:30 Preparing Your Data File
• 05:30 Creating and Managing Custom Fields
• 07:06 Using Unique Identifiers
• 08:13 Setting Up Household and Organisation Data
• 08:55 Overview of the Import Process
• 25:04 Mapping Data Fields
• 33:35 Mapping Fields and Custom Data
• 34:52 Handling Lookup and Multi-Selection Fields
• 35:42 Managing Notes and Group Data
• 37:59 Configuring Import Settings
• 42:00 Reviewing and Validating Data
• 44:49 Handling Errors and Corrections
• 48:04 Finalising the Import Process
• 50:05 Post-Import Review and Rollback
• 53:58 Additional Import Types and Templates
• 58:13 Help and Support Resources