Importing spreadsheets or databases
Many users already track and manage business data or workflow in an existing spreadsheet like Excel, or a software database like Access or Excel. Unfortunately, these tools typically don’t allow you to build time-saving workflow capabilities around the data itself. Our Excel import tool makes moving your data to TrackVia fast and easy. In this video, Outdoor Living talks about the benefits of moving their Access and Excel files to TrackVia's dynamic, cloud-based solution.
- Is it Difficult to Do? Uploading your own Excel or Access files is easy - and fast. If you can attach a file to an email, you'll have no problem. Simply save your file in a standard Excel format (e.g. .xls or .xlsx) and upload it directly into TrackVia.
- Do I Need to Do Anything to My File Before Uploading it? There are a few simple tips to ensure a successful upload, such as making sure your columns are labeled. These and a few more helpful tips can be found here.
- Is My Data Safe? Absolutely. Publicly traded companies, healthcare companies and financial institutions all trust TrackVia. We employ a multi-layered, enterprise-grade security stack across geographically dispersed, redundant data centers. And just in case you're wondering, "yes" your data is always yours and can be downloaded at anytime. For more details on TrackVia's security, please visit our community website here.
Learn and Do More
Please feel free to visit our community website and Knowledge Base to learn more, or give us a call to schedule a personal training session with one of our expert solution specialists.