BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Maximizer CRM - ECPv6.16.3//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://www.maximizer.com
X-WR-CALDESC:Events for Maximizer CRM
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/Toronto
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250819T130000
DTEND;TZID=America/Toronto:20250819T150000
DTSTAMP:20260618T072516
CREATED:20250805T175625Z
LAST-MODIFIED:20250814T225844Z
UID:10000099-1755608400-1755615600@www.maximizer.com
SUMMARY:Data Import and Migration Strategies
DESCRIPTION:Efficiently migrate data into Maximizer CRM with confidence and accuracy. This comprehensive class covers all aspects of data importing\, from file preparation through mapping and validation. Administrators will learn to handle complex import scenarios and troubleshoot common issues. \nAgenda: \n• Preparing import files: formatting dates\, phone numbers\, and names\n• Handling number columns and data validation\n• Understanding importable record types: Companies\, Contacts\, Households\, Accounts\, Client Service Cases\n• Import Actions: adding new records vs. updating existing records\n• Configuring “add only new records” and “update only existing records” options\n• Managing duplicate record scenarios and update preferences\n• Field mapping for different entry types\n• Understanding Field Actions and Field Formats\n• Creating and saving import templates for reuse\n• Testing imports with small data sets\n• Common import failures and troubleshooting techniques\n• Import validation and data quality assurance\n• Post-import cleanup and verification procedures \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-305 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWFmMzI0ZWQtOGRkMC00MDMxLWI5ZWMtOTQwYmE2MTQzYjVj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_6-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWFmMzI0ZWQtOGRkMC00MDMxLWI5ZWMtOTQwYmE2MTQzYjVj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
END:VCALENDAR