The next step is to understand your data. For this quick start exercise, your data is in this BusinessData.xls file, which you need to download to your computer.
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Summary of Steps
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Before you start any PhixFlow project, it is important to understand your data and what you need to do with it. For large projects this means detailed analysis using an Entity-Relationship Diagram (ERD). For this example, a sales team is using an Excel spreadsheet to manage a list of customer businesses and associated contacts. You want to make it easy for the team to access and maintain the data. You also want to add some simple CRM functions, for example, to add descriptions about the business.
PhixFlow has many options that you can use to define the data, its properties and relationships. But if you already have data available you can quickly and easily load it into PhixFlow. The following video guides you through this process. |
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