Step 3: Review & Edit Data
Quick Answers
- Using Captricity
- Step 1: Create a Template
- Upload a New Template
- Create and Define Fields
- Types of Fields in your Template
- Add Special Instructions
- Import Fields From Another Template
- Creating a Field Table
- Editing a Template
- Change a Template's Status
- Manage Template Settings
- Add Template Versions
- Step 2: Create a Batch
- Upload Files from your computer
- Upload Files from Box
- Upload Files from Google Drive
- Process A Batch
- Step 3: Review & Edit Data
- Review Your Data
- The Data Hub
- View the Data Hub
- Filter the Data Hub
- Download the Data Hub
- View and Edit Job Results
- View and Edit Impossibles
- View and Edit a Data Hub
- Step 4: Download Data
- Export Data as a CSV file
- Push Data to Salesforce
- View and Correct Salesforce Export Errors