Managing Client Records

Data Management allows you to reuse your already existing client data and automatically populate template(s) in the future.

You have three ways to get your data to Data Management:

  1. With Woodpecker Questionnaire submission: Either you use a client-facing or internal questionnaire, the questionnaire responses will automatically appear in Data Management

  2. Uploading CSV files: You can upload your client information as a CSV file

  3. Zapier Integration: Automate the process of uploading a new client record or updating an existing one with Zapier.