Functions
Built to help Financial Consultants clean and manage data easily.
- Published on
Importing contacts from Nexus to Merlin
• Download the data
• Clean the data
• Import to Merlin
This function validates and transforms contacts data exported from nGage to prepare it to be imported to Merlin.- Published on
Importing contacts from AllAssured to Merlin
• Download the data
• Clean the data
• Import to Merlin
This function validates and transforms contacts data exported from AllAssured and prepares it to be imported to Merlin.- Published on
Importing policies from Nexus to Merlin
• Download the data
• Clean the data
• Import to Merlin
This function validates and transforms policies data exported from nQuire and prepares it to be imported to Merlin.- Published on
Importing policies from AllAssured to Merlin
• Download the data
• Clean the data
• Import to Merlin
This function validates and transforms policies data exported from nQuire and prepares it to be imported to Merlin.