AMS · 11 · 01
Import without fear
Upload the file, map the columns, and run the dry run: it lists every row that would fail, every duplicate and every date it cannot read, before a single record is written. Import when the report is clean. If something still looks wrong, undo the whole import within 24 hours.
- Excel, CSV and Wild Apricot exports.
- Renewal history rebuilt from joined and renewed dates.
- Companies and the people who represent them imported together.