Data Sources
Also known as Connectors. This section contains guides for working with data sources.
- 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 / Export feature
- How to Use Manage Assignments
- How to Bulk Unassign/Unmap Clients
- How to use Manage Assignments for Blind Assigning