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Riskonnect University Agenda:
Clearsight Data Monitor Basics

  • General Overview
  • Data Monitor App Overview
  • Working with Import and Export Jobs
  • Import / Export Admin Setup

Program Learning Objectives
Upon completing this course you will be able to:

  • Create import/exports jobs
  • Setup up the source for an import
  • Map fields for imports
  • Set up the export target file
  • Select the data and enter criteria for an export
  • View import or export jobs

Program Description
This 1-hour course covers the basics of how the Data Monitor app supports data flow in and out of the system and how users can create automated workflows enabling seamless integration with external systems and interfaces.

Program Level: Basic
Program Prerequisites: Must be a ClearSight client
Advanced Preparation: None
Course Format: Group Live
CPE Credit: 1
Field of Study: Information Technology

Location: Online
Course Length: 1 hour session
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Riskonnect is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: