Data Sources
Also known as Connectors. This section contains guides for working with data sources.
- How to Use Smart Connector Pre-Process Functions
- How to Pause Data Flow
- How to use Data Lookups to Enrich your Data Set
- Data Sources - How to Create and Manage Them
- Setting up an Instant On Connector
- [Video] Setting up an Instant On Connector
- On Demand Connectors Overview
- How to Automate Assigning
- How to Assign Existing Clients to a New Account
- How to use the Bulk Import and Export feature
- What Happens When You Click "Fetch My Data"?
- How to Use Manage Assignments
- How to Bulk Unassign/Unmap Clients
- How to use Manage Assignments for Blind Assigning
- How to Connect a LinkedIn Business Manager Account to a CRM