Data Overview

Imports and Exports:
- Imports:
  - Navigate to the imports section in the data module.
  - Choose between pre-built imports (e.g., social plug-in) or custom imports.
  - Schedule automated imports and select the data source (e.g., CSV upload).
  - Review source data and import results.
- Exports:
  - Access the exports section in the data module.
  - View individual exports and their run history.
Tokens:
- Locate the tokens section in the data module.
- Utilize pre-built logins to connect with platforms like Facebook, Instagram, Salesforce, Twitter, and YouTube.
Packages:
- Explore pre-built packages available for installation in the workspace.
- Examples include Salesforce, Dynamics, social media, and CRM providers.
Forms:
- Access the forms section in the data module.
- Create external forms to collect information from website visitors or Track registered users.
- Edit form fields, view submissions, and manage form data.

Ensure data sources are accurate and compatible with the import/export processes.
Double-check settings and configurations before scheduling automated imports or exports.
Handle sensitive data with care and follow data privacy regulations.

Familiarize yourself with pre-built imports, tokens, packages, and forms to streamline data management.
Regularly review import/export logs to monitor data flow and identify any issues promptly.
Consider attending advanced training sessions linked within the data module for in-depth knowledge on specific features.

By following these steps, you will be able to effectively utilize the data module in Trak for importing, exporting, and managing data efficiently.

The objective of this article is to provide a step-by-step guide on how to navigate and utilize the data module in the main menu to import, export, and manage data effectively in Trak.