Custom Import Overview

You’ll learn how to plan and prepare your data files, understand setup versus transactional data, and follow the correct sequence for importing.
The lesson also covers:

• The planning and review process before importing data.
• How to group and map CSV fields to TEAMS database fields.
• The importance of following import sequences.
• Key rules for file types, mandatory and conditional fields, and data formatting.
• How to handle validation, errors, and warnings.

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.