At a minimum, Accounts/Companies and Contacts. You can either manually add them, or we can add a sample for you, as long as they are provided in an Excel spreadsheet. It doesn’t matter where the data came from as long as it’s in a spreadsheet format.
Additional data, such as Properties, Listings, Leases, you can add manually to get a sense of how the information gets connected.
The main goal is to see if the daily use cases of working with data through the system supports your needs.
Once you are a client and on-boarded, we can assist you in importing the rest of your data into Ascendix.