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Once you’ve completed Training and have met with a Product Expert, this brings you to the first phase of your implementation: beginning to populating your Site with the necessary Services, Individuals, Lists, and Pages for your staff to complete their daily tasks.
Route 1 - Bulk Data ImportPrevious Site
Determine if a bulk data import would be useful in populating your site. If you have an existing site and can export information into Excel, we have a Data Migrator that allows you to load existing data. For the Data Migrator to be successful, you will need to be able to match the columns and content in Excel with the list settings for each target list. It’s possible to create staff logins and permissions, programs, individuals, etc. through this method. Data Import
Route 2 - DgstNo Previous Site
If you are not doing a bulk data import, creating your site will be a gradual process, and one that may take some consideration on where and how your data is stored on ShareVision.
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