Accessing the Record Import view
To access the record import view:
-
Review the
required
file
to import and verify that it contains all of the
data
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.
-
Access
the list view
of
the type of
records
to import.
Note: Not all record types are available for import.
- Select Import in the Common Tasks section.
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