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Importing into Objects

Bring patients, leads, services and products into Sovica using the Data Hub.

What you will learn

  • Upload and map
    Upload a .csv or .xlsx file, then match each column to a Sovica field.

  • Pick an import mode
    Create new records, fill only the empty fields, or overwrite existing data.

  • Preview, then commit
    Use Validate & preview to see what will import, update or be skipped.

  • Undo a run
    Open the run under Imports and use Revert import if something looks wrong.