Whether you are migrating your business to FieldInsight or just starting out, this guide covers how to manually add different types of client data to the system, as well as how to import data in bulk using the Import Wizard.
Overview and Introduction to Key Terms
FieldInsight categorises client data into different types, and it is important to understand each one, as they are core elements used daily in the system.
Basic Configurations for Client Data
Before adding data to FieldInsight, it is important to configure account settings and set up custom fields to ensure the system is tailored to your business needs.
Add Contact Custom Fields (Optional)
How to Add Client Data
Once all configurations and custom fields are set up, you can begin adding customer data to FieldInsight. This section explains how to manually enter new records.
Import Data Using the Wizard
If you need to add a large volume of information, the Import Wizard is the best tool for migrating customer data in bulk.
Import Wizard - Best Practices (Coming Soon)
Import Wizard - Import Account Customers, Sites and Contacts (Coming Soon)
Import Wizard - Frequent Asked Questions (Coming Soon)