Buildout

Importing & Exporting

Which Method is Best for Importing Data?

General Importing Questions

How to Prepare Your Data for Import

Importing Data with Data Import Wizard

How to Import Contacts & Companies

Importing Properties with Owners in Rethink

Importing Tasks Using Data Loader

Importing or Updating Property Locations (Lat/Long)

Bulk Uploading Images for Properties

What If I Need To Undo My Import?

Data Loader Installation Steps

Importing Data

Exporting Data & Scheduling Backups

Exporting Data Using Reports

How do I export my own data?

Exporting Data

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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