How Does RecordVault Express Convert Uploaded Data?
Understand the column-matching step used to convert uploaded data.
RecordVault Express converts uploaded data by guiding the user through matching source columns to the RecordVault format.
Conversion step
- Complete the applicable data upload.
- Open the conversion step presented in the vault.
- Match the uploaded columns to the RecordVault format using the point-and-click mapping process.
- Use the training videos provided during the conversion step when available.
Important limitation
The supplied walkthrough does not show the mapping screen, validation rules, supported source formats, or how to correct conversion errors.
Need additional help?
If the issue continues, contact your support team and provide the account email address, the screen where the issue occurred, the exact message displayed, the steps attempted, and a screenshot with sensitive information removed.