How-to
Import
Import brings rows in from a file. It matches them to records you already have.
Where it is
Section titled “Where it is”Sidebar, Administration, then Import Studio.
What you do
Section titled “What you do”Load a file, map columns, and review what will be created or matched. Importing a company that is already in the book should match it, not create Northwind Health twice. Deduplication, on the Administration menu, is the place to merge records that slipped through.
An import does not configure a role or a process.