MultiView: Import Transactions

On Wednesday, August 18, we are hosting two client webinars. Choose from our 10:00 AM or 3:00 PM CST timeslots to learn more about Multipub’s import transaction capabilities. During the hour-long session, you’ll learn tips to automate time-consuming tasks and increase efficiency.

With Import Transactions, users have the ability to import updates via flat files from any data source. This includes new orders, renewals, payments, address changes, demographic updates, order updates and more. You’ll learn time-saving tips, like how to:

– Make mass adjustments and cancellations in batches.
– Create payment profiles.
– Define your own layouts.
– Load/Remove site users.
– Obtain a .csv/.xls file with your layouts headers.

Don’t forget to select either the 10:00 AM or 3:00 PM CST webinar when completing the form below.