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Data Management

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Data Management provides a centralized location for creating and managing information coming into the system. The Data Management feature consists of three integrated pages:

  • Data Mapping Templates: Defines how data from files or forms is distributed within the system by creating custom templates.

  • Scheduled Imports: Set up automatic data imports at regular intervals.

  • Import Processing Queue: Monitor and review the data imports. If duplicates are detected, they are flagged in the processing queue for your review and decision-making.

Resources

The following list of Data Management resources include links to resources, such as Jenzabar Academy courses and Online Help.

Resources

The following list of Data Management resources include links to resources, such as Jenzabar Academy courses and Online Help.