Importing Your Data - An Introduction
Whether you are a new customer and bringing over contact data from another system, or you just ran an event and gathered some new information, we've got you covered!
We know that working with Data can be a bit intimidating but we promise, it doesn't need to be! We've broken down all of the steps you'll need to follow to make sure your data will look perfect in Keela.
We also provide all of our customers with a free Data Review before they import into the system - feel free to run any data spreadsheets by us before importing them into Keela!
Don't feel like completing these steps yourself? No worries! We also provide Data Formatting and/or Data Importing as Professional Onboarding Services. You can reach out to us at firstname.lastname@example.org for details on all of this!
The below training video will provide you with an understanding of the 5 Steps to the import process and provide expectations for how it all works!
Importing Your Data - Data Prep
Looking for a quick overview of what the data prep process looks like? Check out the next video in our Import series below!
Head over to our Importing Contacts article to learn how you to Format your Contact Data!