Make sure all address columns have data: City, Region, Country Code
Check that all addresses have a type: billing, shipping
Ensure all Accounts have an Account Owner email address
Once you believe your data is complete, share the google sheet (or excel file) with your Implementation Specialists:
If you feel like you're getting the hang of things, try importing your Accounts by using the Importer. Compile a list of questions or issues you came across for your next meeting with your Implementation Specialists.
Updated 8 months ago