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Feature Highlight – Importing

Our Importing tool enables you to import data directly into Consultation Manager, allowing you to consolidate your information from other engagement and software tools or spreadsheets your team may be using.

The import tool allows you to import data such as Stakeholders, Events, and Properties which you can use right away for reporting and mapping.

This flexible import tool allows basic importing through to advanced features like importing data with relationships.

What You Need to Know

  • No template is required. You can map columns of data from a basic CSV file to fields within the system.
  • You can import data directly into multiple categories such as stakeholder groups, distribution lists, issues, etc.
  • You can automatically link new information to existing data in your database.

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For more information on your Consultation Manager dashboard, contact us anytime for a demo.

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