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Automated data imports

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Automated data imports is a way to keep your data synchronized between back office systems and Handshake in a CSV or Excel format. This is a less technically involved alternative to an API-based integration.

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Handshake’s customizable CSV and mapping mechanism is flexible enough to accommodate whatever CSV format you need to move data from your back office system out into the field.

You can set up some or all of your data to be imported automatically from a shared location on Dropbox, Box, Google Drive, or FTP.