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This article will outline our import options and will link to the relevant user guide articles!
When starting with Astalty you have the ability to import;
Participants
Case Notes
Contacts
The Participants import is self-service however if you'd like to import Notes or Contacts please contact support@astalty.com.au
To streamline the setup on Astalty, we highly recommend importing your Participant. This process simplifies bulk data entry and ensures accuracy. To learn more about this import head to our user guide article here.
To track case notes from a previous software for auditing purposes, we recommend importing your Case Notes. To learn more about this import head to our user guide article here.
To import your participants contacts in bulk you can make use of the Contact import. To learn more about this import head to our user guide article here.
If you encounter any issues during the import process, please reach out to support at support@astalty.com.au for assistance.
We have created a video walkthrough that guides you through the process of importing participants.