Importing User Records

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

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

To import user records:

  1. Review the file that must be imported and verify that the file contains all of the data that must be imported into Infor CRM.
    Note: The import file must contain a user name for each record and the field containing that information must be mapped in order for user records to be imported. See step 8 for more information about mapping fields.
  2. Open the Users List view.
  3. From the Task Pane, click the Import link in the Common Tasks section.
  4. Click Select File, browse to the list that must be imported, and click Open.
    The Add Attachment(s) for dialog box opens.
  5. Click Next.
  6. 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 is correctly displayed.
    1. If you need to change the delimiter, select one of these options:
      • Tab
      • Semicolon
      • Comma
      • Space
      • Other
    2. If you select Other, you must specify the delimiter used to separate fields in the list. Specify the delimiter character in the Other field.
    3. From the Text Qualifier list, click the drop-down arrow and select a qualifier from the list. A text qualifier identifies the text that must be imported exactly as displayed.
    4. If the list contains field names, select the First Row Contains Field Names check box to display the field names in the Preview area.
      Note: If there are extended characters in the imported file that are not correctly displayed in the Preview area, you must save the import file again and explicitly define the encoding type as UTF-8, Unicode, or ANSI. After you resave the file, click Back to return to the Select a File step and reselect the updated file before continuing the import.
    5. Click Next.
  7. Review or edit the import options.
    1. If available, define the matching criteria to be used for identifying duplicate records in Infor CRM. The available options are based on the type of record that is imported.
      • Click the drop-down arrow and select from the list for each available match criteria.
      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 share a common last name.
    2. Set ad hoc group options.
      • To add the imported records to a new group, select Create a new ad hoc group. Make a note of the name of the group to be created.
      • To add the imported records to an existing group, select Add to existing ad hoc group, and select a group from the list.
    3. Click Next.
  8. The import automatically maps as many fields as possible. If required, use the Map Fields view to map any remaining fields.
    Note:  At a minimum the Infor CRM User Name field must be mapped to complete the import successfully. If the import file does not contain this information, cancel the import, add a User Name column and data for each record, save the file and start the import again.
    1. Click View Unmapped Fields to see only the fields that are not mapped.
      • For each field listed in the Import Field column, click the drop-down arrow in the Infor CRM Field column and select the Infor CRM field that you want to map to the import field. As fields are mapped, they will be removed from the View Unmapped Fields list and the count will decrease.
    2. (Optional) Click View Mapped Fields to see only fields that are mapped.
    3. (Optional) Click View All Fields to review all of the fields in the import file and review the mappings to Infor CRM fields.
  9. Click Next.
  10. In the Import Detail Preview, review your import settings.
    Note: Click the Back button to return to previous steps and make any changes.
  11. If you want to save your import settings as a template to be used for future imports, perform one of these actions:
    • If you want to update an existing import template, click the Import Template drop-down arrow, select the template that must be updated, and click Update Current Template. The existing template is saved with any import setting changes.
    • To create a new import template, click Save As Import Template, specify a brief description of the import template in the Description box and click Save. The new import template description is added to the Import Template list on the Import Leads dialog box.
  12. Click Import Now.
    Note:  Users are imported as concurrent users without any assigned roles or security and their login is not enabled. Before an imported user can begin to work in Infor CRM, you must first complete the user set up process.
  13. Do any of the following:
  14. To view imported records. perform one of these actions:
    • Open the Job Notifications alert in the menu bar, if the import completed successfully and all records are imported, click the link to open the ad hoc group created in step 7c.
    • Open the Users List view and click the tab for the ad hoc group created in step 7c.
    • From the Import History Detail view, click the Primary Entity Group link to open the group that contains all records that are successfully imported.
  15. To view import history record:
    • Open the Job Notifications alert in the menu bar, if the import completed but not all records are imported, 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 that must be viewed.
  16. Resolve records that were not imported.
  17. Check for duplicate records.
  18. Process duplicate records.