Description:
Data imports and exports can be either a one-time transfer or ongoing data flow requiring integrations with other systems. If you are already a Slate or Salesforce user and you want to pull existing data into a query, report, or dashboard, then the team can assist with compiling and rendering data within either CRM.
Who can use it:
Cost:
Free for existing CRM users
How to proceed:
- Click on the Data Imports, Exports, and Integrations button on the right to request a new import, export, or data integration with the CRM team.
- Click on the Report or Query Configuration button on the right to request a new data view be created. Note: In some cases training may be provided for creating your own reports.