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.

On this page you can:

• Open the Record Import view
• Import a list using a template
• Import a list without using a template
• View imported records:
  • Open the Job Notifications alert in the menu bar, if the import completed successfully and all records were imported, then click the link to open the ad hoc group.
  • Open the appropriate list view and click the tab for 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 your Favorites.
  • From the Import History Detail view, click the Primary Entity Group link to open the group that contains all records that were successfully imported.
• View import history record:
  • Open the Job Notifications alert in the menu bar, if the import completed but not all records were imported, then click the link to open the Import History Detail view.
  • On the Tools menu, click Import History to open the Import History List view, and click the Import Number of the import history record you want to view.
• Check for duplicate records
• Resolve records that were not imported
• Process duplicate records