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Part 4: Importing Accounts and Contacts: https://help.pm.leapevent.tech/a/1196774
In this article, we'll give you resources to import new accounts and contacts into your PatronManager account and qualify them to any existing records.
Prerequisite: Becoming an Excel Ninja: The Basics or equivalent comfort level
Note: The DIY Data Exam and Certification is no longer available, and the video about this process is also unavailable for now. We've left the reference documents here as you may find them useful, and we look forward to bringing updated content back soon.