Opening the Record Import view

Review the file you want to import and verify that it contains all of the data you want to import into Infor CRM SLX.

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.