Greetings!This tutorial series is to get you familiar with the basics of using this software. If you have detailed questions on any of this material you should click the CONTACT menu from the main site page and we'll address you as quickly as possible.
If you want your data uploaded to the online account, you'll need to ensure our data meets your import standards. Please use the following template as a guide:
DOWNLOAD TEMPLATE HEREKeep in mind you can have additional columns of data to be imported also, these would go into custom data fields that we would set up if we detect they are not part of the standard data fields.
For a quick reference on what this software can do, feel free to review our video.
Watch the video tutorial for the desktop version by clicking the image below.
You are encouraged to go through ALL of these tutorial pages before you begin, so that you can become familiar with the workings of this software.