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  3. Data Sources

Data Sources

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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
  • 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
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