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:

Import Specific Next Steps

These next steps only apply to certain import record types

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