KIM Welcome

Importing a customer rate card safely into Kynection on the web, reading the validation errors when it does not go to plan, and getting help from the knowledge base or a support request. It is for manager users and covers three stages in six steps.

In this part

• Run the import (0:00). Start the customer rate card import from the data screen, then import a handful of rows and confirm they landed correctly before running the full file.
• Read the errors (0:29). Validation errors are reported per row with the reason, so the file can be corrected and re-run rather than abandoned.
• Get support (0:58). Open Kynection support from within the product, search the knowledge base first, then submit a request with the detail of what went wrong.

Refresh your browser before submitting a support request, or the form can fail to send. The PDF guide below has the screens for each step.