video1.0<iframe src="https://www.loom.com/embed/32dad950af9540c6b8c0210a8024d50b" frameborder="0" width="1658" height="1243" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12431658Loomhttps://www.loom.com12431658https://cdn.loom.com/sessions/thumbnails/32dad950af9540c6b8c0210a8024d50b-55ee8fd6b9e42816.gif213.083In this video, I walk you through the process of syncing your CRM data to our dashboard, starting with ensuring your CRM is in the correct format. I demonstrate how to use the AI auto map function to match fields accurately, highlighting that 33 out of 36 fields were successfully mapped. It's crucial to verify that all required fields are matched correctly, and I go through this step-by-step. Once we finalize the mapping, we can proceed to configuration and import the data, including setting parameters like maximum discount amounts and selecting a collection strategy. Please make sure to follow along and complete these steps to ensure a smooth upload.