What is the Data Grid Loader?

The Data Grid Loader empowers your business users to handle mass record creation and updates on their own, while admins and IT users retain full control.

By creating Data Grid Loader configurations, admins can define the type of data that can be imported by configuring templates that only allow specific objects and fields to be loaded into Vault CRM. Business admins can then use the CRM Desktop (Windows) application to import records from spreadsheets into Vault CRM using the Data Grid Loader.

Your Flightpath

Your Flightpath includes everything you need to understand to use the Data Grid Loader.

Why use the Data Grid Loader?	~1 min.
How can I set up Data Grid Loader templates?	~5 min.
How do I use a Data Grid Loader template to load data?	~4 min.
Flight Simulator	~4 min.

Start Your Flight