Connector Name | Objects | File Type | File Name Prefix | Sheet Name | Link | |
---|---|---|---|---|---|---|
Config connector | Groups & Locations | .xlsx | Envizi_SetupConfig_xxx.xlsx | Setup | Link | |
POC Account Setup and Data Load | Accounts & Data | .xlsx | POCAccountSetupandDataLoad_xxxxx.xlsx | Records to load | Multi Account Styles, PM & C | Link |
Account Setup and Data Load - PM&C | Accounts & Data | .xlsx, csv | Account_Setup_and_Data_Load_-_PM&C_xxxxx.xlsx | Multi Account Styles, PM & C | Link | |
Account Setup and Data Load | Accounts & Data | .xlsx, csv | Account_Setup_and_Data_Load_xxxxx.xlsx | Single Account Style, Many fields | Link | |
AI Assist | Accounts & Data | .xlsx | Account Setup and Data Load - AI Assist-xxxxx.xlsx | Records to load | Link | |
Contact connector | Contacts & Logins | .xlsx | Envizi_SetupContacts_xxxxx.xlsx | Setup | Link |
This is also called as Universal Account Setup and Data Load - PM&C
This is also called as Universal Account Setup and Data Load