Importing records

Use the Record Import wizard to import lists of records into Infor CRM SLX. You can only import records from a comma-separated-values (CSV) list. Valid file types include Microsoft Excel, Microsoft Outlook export files, .txt files, and other database file types, but files must be saved as a CSV file.

Note: The system administrator and users with the appropriate role can access these features.

Prior to Start, review the required file to import and verify that file contains the data to import into the application.

Example: To import address information for both the contact and the account, the address information must be contained in separate columns that can be mapped to the contact or the account. If the contact and account information is the same, copy and paste each address and give them distinct names so that they can be mapped separately.

To import records:

  1. Access the list view of the type of records to be imported.
    Note: Only some record types are available to be imported.
  2. Select Import in the Common Tasks section of a list view.
  3. Click Select File and browse for the file to be imported.
  4. Click Open.
  5. Click the Import Template and select a template from the list to import a list using a template.
    Note: This step is optional.
  6. Click Next.
  7. Perform one of these, when the import is completed:
    • Click the link in the dialog box.
    • If you closed the dialog box before the import is completed, you can view the link in the Job Notifications (i) alert in the menu bar. Possible scenarios:
      • If the import is completed successfully and all records are imported, click the link to access the ad hoc group.
        Note: This group is automatically marked as a Favorite. Favorites display as tabs in alphabetical order up to the limit allowed by your administrator. Use the Groups list to manage the Favorites section. See Using the Groups list.
      • If the import contained errors or duplicates, click the link to open the Import History detail view. See Using the Import History detail view.
      • Access the appropriate list view and click the tab for the ad hoc group.
    • Check for duplicate records. See Using Check for Duplicates.
    • Resolve records that are not imported. See Resolving records that are not imported.
    • Process duplicate records. See Process Duplicate Records list view.
    • Reassign the account manager or owner for the imported accounts using the Update option from the task pane. This is applicable only for account imports. See Reassigning the Account manager or Account owner.
    • Assign the profile of another user or a template to imported users using the Copy User Profile option from the task pane. This is applicable only for user imports. See Copying Profile Information.
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