Related Articles
Move or Copy a Workflow Between Records
This content has moved. Please update any links or bookmarks.
Splitting a Record
This content has moved. Please update any links or bookmarks.
Using the Record Data Import Tool
After you have installed the Record Data Import Tool and prepared your data, you are ready to use the RDI Tool. Step 1: Select Your Data Launch the Junxure Cloud Record Data Import from the desktop shortcut or the CRM Software folder in your start ...
Preparing Your Data for the Record Data Import Tool
The Record Data Import Tool takes a Comma Separated Value (CSV) spreadsheet and maps the columns of data to fields in AdvisorEngine CRM. You may use your own spreadsheet, or you may use an AE provided sample sheet that you then populate with your own ...
Installing the Record Data Import Tool
The Record Data Import Tool is a locally-installed software program that processes your spreadsheet of data into a format that AdvisorEngine CRM is able to import. The following documentation will walk you through downloading and installing the ...