Admin – Import Tools

Pre-Requisite Trainings: Satuit Fundamentals; Mastering Saved Views and Home Pages

This session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in Satuit. Typical data sources include Portfolio Accounting, Data Warehouses, e-Marketing, Custodians, and legacy CRM systems.

*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options via the link below: https://marketing.satuitstg.wpenginepowered.com//acton/media/36777/online-system-administrator-training-form

Required Webinars to Become a Certified Satuit System Administrator:
– Data Management & Reporting
– System Configuration & User Management
– Import Tools
– Workflow & Form Rules