What We'll Cover

  • Configuration and Operation

    Kantata users will be introduced to the features, functions, configuration, and operation of Smart Upload Manager.

  • Hands-On Exercises

    Hands-on student lab exercise are provided as part of the course curriculum to reinforce your use of the tool.

Course Description

Expected Duration: Approximately 2 hours

Kantata users will be presented with in-depth training on Smart Upload Manager for the import of data into the Kantata solution.

This course is designed to provide direction to end users with administrator permissions to properly configure Smart Upload Manager for uploading data into the Kantata solution.


Course Objectives

After completion of this course, students will be able to:

  • Prepare data sets using predefined data mapping requirements.
  • Create comma separated value (CSV) files containing properly-formatted data for uploading into Kantata using Smart Upload Manager  
  • Identify the features, functionality, and configuration options of Smart Upload Manager.
  • Properly configure and complete all necessary operations through the user interface to accomplish upload activities into Kantata.
  • Cite the various data sets for available data objects.
  • Identify the source of issues and errors when troubleshooting errors by exercising and using the tools, methods, and best practices for resolution.
  • Identify and access the related resources.


Who Should Take This Course

The target audience for this course includes Kantata customers, partners, and employees who are tasked with the import of data into the Kantata solution. Users must have Administrator privileges in Kantata.

Course curriculum

  • 1
    Course Content
  • 2
    Resources
  • Smart Upload Manager Course Overview Module 1: Course Description, Goals and Objectives, Introduction to Smart Upload Manager, Preparing Data Sets Activity: Creating a CSV File Module 2: Accessing Smart Upload Manager and Processing Data Sets Student Hands-on Lab Exercise Smart Up-load Manager Demonstration Video
  • Appendix A: Field Mapping Appendix B-1: Sample Project Template Appendix B-2: Sample Task Template Appendix C: Field Definitions Appendix D: Shared Reference Key Appendix E: Frequently Asked Questions

Course Pricing

Purchase this training course and start learning today! Please contact your Client Success Manager to purchase multiple passes for your organization.