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PurviewStandard Operating ProceduresSystemsData Imports

PurviewStandard Operating ProceduresSystemsData Imports

Internal Knowledge BaseWorking to capture ALTA's core Standard Operating Procedures (SOPs), how-to documentation, and historical data. Help

ALTA PurviewData Imports

Doc PV-SOP-DATA-IMPORTS · v2 · Standard Operating ProceduresPrinted — — Internal use only

Summary

Purview/Standard Operating Procedures/Systems/Data Imports

Standard Operating Procedures

Data Imports

Author Confluence SyncLast edited by Confluence SyncUpdated Jul 6, 2026

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How To Import Data in Bulk into Impexium.

New Individual Records
Updating Existing Individual Records
New Organization Records
Updating Existing Organization Records

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Data Imports - Adding New Individual Records Impexium Report Server Customzations

Mission

Improve the skills & knowledge of providers in the real property transaction, advocate member concerns, and standardize products for industry use.

Priority · Champion the Industry

Showcase the industry's critical impact & essential role in real estate integrity.

Data Imports - Organizations

Organization Records - Add New

Organization Records - Mass End Org Relationships

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Data Imports - Adding New Individual Records Impexium Report Server Customzations Data Imports - Organizations Organization Records - Add New Organization Records - Mass End Org Relationships