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Data Migration, Importing and Management

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  • Data Import Tools - Importing your Data
  • Bulkinator - Uploading documents in bulk to Property Media
  • Delete the demo/sample data from the trial phase out of your ORG
  • How to Use & Reset Security Tokens
  • Import Wizard - Part 1: Prepare your data (CSV)
  • What is the record type ID of an Individual Client/Company/Inquiry/Listing etc.?
  • Import Wizard - Part 2: Importing Contacts
  • Import Part 3: Importing Listings and Custom Objects
  • CSV Tip: Working with CSV files using Windows Office 2010 and a MAC - PC
  • Mass Deleting Records
  • Data Loader - Part 1: Download
  • Data Loader - Part 2: Prepare your data (CSV)
  • Data Loader - Part 3: Map and Import
  • Salesforce for Outlook Guide
  • Salesforce Connect for Microsoft Outlook
  • Exporting Data/Scheduled Backup from Propertybase

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