If you have been reading through our Account Setup guide then you’ve probably already set-up the following. But to recap, below is a list of fields and areas to consider as you work on setting up your account.
We recommend starting with configuring the data being imported within your CSV first, and then adding new fields as you move forward with the system. You can always revisit these when you’re ready!
Need us to review your account prior to importing?
Our customer service team are happy to check your account prior to import to ensure you’re ready to go! Feel free to contact us and we can give advice and review your import files.