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:
With Woodpecker Questionnaire submission: Either you use a client-facing or internal questionnaire, the questionnaire responses will automatically appear in Data Management
Uploading CSV files: You can upload your client information as a CSV file
Zapier Integration: Automate the process of uploading a new client record or updating an existing one with Zapier.