Ownwell

How to Import Your Clients with the Velocity API

Import Your Clients from Velocity (API Setup Guide)

Learn the eligibility requirements a Velocity deal must meet before it can be imported into Ownwell.

Velocity API Import Criteria

Export your deal data from Velocity into a CSV file for Ownwell. Learn the correct report settings, required fields, and how to avoid missing clients or data issues during import.

Export Your Data from Velocity for Ownwell (CSV Guide)

Upload and import your Velocity CSV file into Ownwell. Learn how to review clients, handle errors and warnings, and complete your import so clients are set up correctly and ready…

Import Your Velocity CSV into Ownwell (Preview & Upload Guide)

Learn how to investigate your Velocity import, review skipped files, identify validation errors and warnings, and successfully import your clients into Ownwell.

Why Aren't My Clients Importing from Velocity via API?

Arthur Rees

Nabeeha Khattak

How to import from Velocity or connect direct via API

Velocity

support@ownwell.ca | 9:30am-2:30pm PST Mon - Fri

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