Importing Records

Use the Import view to import lists of records into Infor CRM. You may 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.

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

How Do I?

Next Steps

Resolve records that were not imported

Check for duplicate records

Process duplicate records

Import Specific Next Steps

These next steps only apply to certain import record types

Import Type Next Steps


Reassign the owner or account manager of the imported accounts
Users Copying Profile Information

* Accounts import or any other import that also imports accounts. For example, contacts or opportunities.

Related Topics

Importing User Records



What's New in this Release


For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at