Importing a List Using a Template

  1. Access the Record Import view.
  2. Click Select File, browse to the list to import, and then click Open.
  3. 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.
  4. Click Next.
  5. Review the import settings in the Import Detail Preview.
    Note:  To see the import settings in detail, click Edit. To make changes, see Importing a List Without Using a Template.
  6. Click Import Template, select the required template to update, and then click Update Current Template. The existing template is saved with any import setting changes.
    Note:  To create new import template, you can 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.
  7. Click Import Now.
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