Importing a List Without Using a Template

To import a list without using a template:

  1. Open the Record Import view.
  2. Click Select File, browse to the list you want to import, and then click Open.

    The Add Attachment(s) for field opens.

  3. Click Next.
  4. On the Define Delimiter view, read the text at the top of the page, follow any recommendations, and review the records preview.
    • If the preview looks correct, then click Next to continue the import.
    • If required, change the options until the records preview looks correct.
      1. If you need to change the delimiter, select one of the following options:
        • Tab
        • Semicolon
        • Comma
        • Space
        • Other
      2. If you selected Other, you must specify the delimiter used to separate fields in the list. Type the delimiter character in the Other field.
      3. From the Text Qualifier list, and select a qualifier from the list.

        A text qualifier identifies text that should be imported exactly as it appears.

      4. If the list contains field names, select the First Row Contains Field Names field to display the field names in the Preview area.
        Note: If there are extended characters in the imported file that do not correctly display in the Preview area, you must re-save the import file and explicitly define the encoding type as UTF-8, Unicode, or ANSI. After you re-save the file, click the Back button to return to the Select a File step and reselect the updated file before continuing the import.
      5. Click Next.
  5. Review or edit the import options.
    1. Define the matching criteria to be used for identifying duplicate records in Infor CRM.
      The options available depend on the type of record being imported.

      Example: If importing contacts, matching Contacts based on Email will flag any records with the same Email address as duplicate records.

      • Select the available match criteria from the list.
      Note: It is important to select match criteria that is most likely to be unique to a record. For example, an Email address is more likely to be unique to a record than Last Name, since many people may share a common last name.
    2. Click (Default Owner Find) button to select the person or team who owns the imported records if an owner cannot be determined.

      The logged in user is assigned as the [account manager].

      Note: The Default Owner may not be available for all imports.
    3. Contact imports only. Select the Use Contact Name in place of empty Account Names field to use the contact's first and last name to create an account if an account name is missing.

      If this option is cleared and an imported record does not have an account name, the contact is not imported.

      Note:  Do not select this option if you intend to map an import field to the Infor CRM field "Contact_0_First Middle Last".
    4. Set ad hoc group options.
      Note: This group is automatically marked as a Favorite. Favorites display as tabs in alphabetical order up to the limit allowed by the administrator. Use the Groups list to manage the Favorites.
      • To add the imported records to a new group, select Create a new ad hoc group. Note the name of the group to be created.

        The new ad hoc group name must be unique.

      • To add the imported records to an existing group, select Add to existing ad hoc group, and then select a group from the list.
    5. Click Next.
  6. The import is automatically map as many fields as possible. If required, use the Map Fields view to map any remaining fields.
    Note: Some fields are required by Infor CRM and must be mapped in order for the import to complete successfully.
    1. Click View Unmapped Fields to see only the fields that are not mapped.
      For each field listed in the Import Field column, select the Infor CRM field that you want to map to the import field.

      As fields are mapped, they are removed from the View Unmapped Fields list and the count is decreased.

      Note: If you are importing contacts:
      • You must map the Infor CRM First Name and Last Name fields before you can continue with the import.
      • If you map an import field to the Infor CRM field Contact_0_First Middle Last, you must click the Back button and make sure the Use Contact Name in place of empty Account Names option is cleared before you can continue with the import.
    2. Click View Mapped Fields to see only fields that are mapped.
      Review the mapped fields to verify that all fields are mapped correctly.
      Note: 
      • When importing address information, you must verify that the address fields are mapped to the appropriate entity address fields. For example, when importing contacts (and accounts), Address.City must be mapped for the imported contacts and imported account address information must be mapped to Account.Address.City.
      • When importing product information, the product price must be mapped to the Infor CRM ProductProgram.Price field and, if applicable, the product program must be mapped to the Infor CRMProductProgram.Program field. The Actual ID maps to the SKU field on the Product Detail view.
    3. (Optional) Click View All Fields to review all of the fields in the import file and review the mappings to Infor CRM fields.
  7. Click Next.
  8. In the Import Detail Preview, review the import settings.
    Note:  Click the Back button to return to previous steps and make any changes.
  9. If you want to save the import settings as a template to be used for future imports, do one of the following:
    • If you want to update an existing import template, click the Import Template, select the template you want to update, and then click Update Current Template.

      The existing template is saved with any import setting changes.

    • If you want to create a new import template, click Save As Import Template, in the Description field, type a brief description of the import template, and then click Save.

      The new import template description is added to the Import Template list on the Import Leads field.

  10. Click Import Now.
Parent topic: Importing Records