Review the file you want to import and verify that it contains all
of the data you want to import into
Infor CRM.
Example: In order for address information to be imported for both
the contact and the account, the address information must be contained in
separate columns that can be mapped to either the contact or the account. If
the contact and account information is the same, then copy and paste each
address column and give them distinct names so that they can be mapped
separately.
Open the list view for the type of records you want to import.
Note: Not all record types are available for import.
The
Task Pane, contains the
Common Task section. From this section select
Import.