Importing Records

Use the Import view to import lists of records into Infor CRM SLX. 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.

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

On this page you can:

• Access the Record Import view. See Accessing the Record Import view.
• Import a list using a template. See Importing a List Using a Template.
• Import a list without using a template. See Importing a List Without Using a Template.
• View imported records:
  • View the Job Notifications alert in the menu bar, if the import completed successfully and all records were imported, then click the link to access the ad hoc group.
  • Access the appropriate list view and click the tab for the ad hoc group.
    Note: This group is automatically marked as a Favorite. Favorites display as tabs in alphabetical order up to the limit allowed by your administrator. Use the Groups list to manage your Favorites. See Using the Groups List
  • Click the Primary Entity Group link to open the group that contains all records that were successfully imported from the Import History detail view. See Using the Import History Detail View
• View import history record:
  • View the Job Notifications alert in the menu bar, if the import completed but not all records were imported, then click the link to access the Import History detail view.
  • Click Import History to access the Import History list view, and click the Import Number of the import history record to view in the Tools menu.
• Check for duplicate records. See Using Check for Duplicates.
• Resolve records that were not imported. See Resolving Records that Were Not Imported.
• Process duplicate records. See Process Duplicate Records list view.