Click
Select File, browse to
the list you want to import, and then click
Open.
Click the
Import Template and select
from the list.
Note: A template defines import settings such as mappings, import
type, matching criteria, default owner, and ad hoc group settings.
Click
Next.
In the
Import Detail Preview, review the import
settings.
Note: To see the import settings in detail, click
Edit button. To make
changes, follow the steps for 'Import a list without using a template'.
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.