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How to import dates into a Card Record.
If dates are not imported correctly, they will not display in the assigned fields as dates. Contact support for assistance if needed; as this is an advanced process and is not intuitive
Two Steps to Import Dates:
- Export or save your import data file to a delimited text format: tab, comma, etc
- Use the Veonics Portal Import Wizard to import your data, map all import date fields to related portal date fields, and follow the steps to complete.