Totango’s enterprise-grade Customer Data Hub can bring in data from all data sources - structured, unstructured, managed, or unmanaged - from the simplest excel file to the most sophisticated CRM and ERP systems. In this video, we’ll start you off easy by showing you how you can ditch that excel spreadsheet and upload your data, so that you can start managing your customers and their health in Totango.
In this video, you will learn:
- How to prepare your date for upload
Video Length | 2:12
Level | Beginner
Prerequisites | Intro to Totango
Template CSV file with sample accounts for Community Edition & Free Trial
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