Customer Readiness Package; Implementing from Spreadsheets

Please see below for instructions on implementing data from spreadsheets into ProjectMark.

If you are happy with the current state of your spreadsheets, send them over to your Customer Success Manager. At your next meeting, you will confirm mapping and ensure all fields make it into ProjectMark. You will also discuss specific field types for all fields (such as dropdown, single line text, etc.). After your mapping is confirmed, your first iteration of data will be uploaded for testing!