GoldFinch Conversion app can assist you with bringing larger volumes of data into GoldFinch objects.
This app is used by GoldFinch Implementation Specialists at the start of your implementation and it can also be used after you are live to bring in more records.
At the start of your implementation, one of the decisions you will make is if you will manually enter your master data or if you will take advantage of our import functionality - with the help of your implementer.
There are various things to consider when making this decision, such as:
Volume of Data
Quality of Data
If you are considering using the Data Conversion app on your own, we highly suggest communicating with your assigned implementer beforehand and working ONLY in a sandbox until you are completely familiar with the process.