Importing a list without using a template

To import a list without using a template:

  1. Access the Record Import view.
  2. Click Select File, browse to the list to import, and click Open.

    The Add Attachment(s) field is displayed.

  3. Click Next.
  4. Read the text at the top of the page, follow any recommendations, and review the records preview in the Define Delimiter view.
    • If the preview looks correct, click Next to continue the import.
    • If required, change the options until the records preview looks correct.
      1. If you require to change the delimiter, select one of these options:
        • Tab
        • Semicolon
        • Comma
        • Space
        • Other
          Note: If selected Other, you must specify the delimiter used to separate fields in the list. Type the delimiter character in the Other field.
      2. Select a qualifier from the Text Qualifier list.

        A text qualifier identifies text that must be imported exactly as it displays.

      3. If the list contains field names, select the First Row Contains Field Names field to display the field names in the Preview area.
        Note: If there are extended characters in the imported file that do not correctly display in the Preview area, you must re-save the import file and explicitly define the encoding type as UTF-8, Unicode, or ANSI. After you re-save the file, click Back to return to the Select a File step and reselect the updated file before continuing the import.
      4. Click Next.
  5. Review or modify the import options:
    1. Define the matching criteria to be used for identifying duplicate records in Infor CRM SLX.
      The available options are based on the type of record being imported.

      For example, if importing contacts, matching Contacts based on Email flags any records with the same Email address as duplicate records.

      • Select the available match criteria from the list.
      Note: It is important to select match criteria that is most likely to be unique to a record. For example, an Email address is more likely to be unique to a record than Last Name, since many people share a common last name.
    2. Click Default Owner Find to select the person or team who owns the imported records if an owner cannot be determined.

      The logged in user is assigned as the Account manager.

      Note: The Default Owner is not be available for all imports.
    3. Contact imports only. Select the Use Contact Name in place of empty Account Names field to use the contact first and last name to create an account if an account name is missing.

      If this option is cleared and an imported record do not have an account name, the contact is not imported.

      Note:  Do not select this option if you intend to map an import field to the Infor CRM SLX field "Contact_0_First Middle Last".
    4. Set ad hoc group options.
      Note: This group is automatically marked as a Favorite. Favorites display as tabs in alphabetical order up to the limit allowed by the administrator. Use the Groups list to manage the Favorites.
      • To add the imported records to a new group, select Create a new ad hoc group. Note the name of the group to be created.

        The new ad hoc group name must be unique.

      • To add the imported records to an existing group, select Add to existing ad hoc group, and then select a group from the list.
    5. Click Next.
  6. Use the Map Fields view to map any remaining fields if required. The import is automatically map as many fields as possible.
    Note: Some fields are required by Infor CRM SLX and must be mapped in order for the import to complete successfully.
    1. Click View Unmapped Fields to see only the fields that are not mapped.
      For each field listed in the Import field column, select the Infor CRM field to map to the import field.

      As fields are mapped, they are removed from the View Unmapped Fields list and the count is decreased.

      Note: If you are importing contacts:
      • You must map the Infor CRM First Name and Last Name fields before you can continue with the import.
      • If you map an import field to the Infor CRM SLX field Contact_0_First Middle Last, you must click Back and make sure the Use Contact Name in place of empty Account Names option is cleared before you can continue with the import.
    2. Click View Mapped Fields to see only fields that are mapped.
      Review the mapped fields to verify that all fields are mapped correctly.
      Note: 
      • When importing address information, you must verify that the address fields are mapped to the appropriate entity address fields. For example, when importing contacts (and accounts), Address. City must be mapped for the imported contacts and imported account address information must be mapped to Account.Address.City.
      • When importing product information, the product price must be mapped to the Infor CRM ProductProgram.Price field and, if applicable, the product program must be mapped to the Infor CRM ProductProgram.Program field. The Actual ID maps to the SKU field in the Product detail view.
    3. (Optional) Click View All Fields to review all of the fields in the import file and review the mappings to Infor CRM fields.
  7. Click Next.
  8. Review the import settings in the Import Detail Preview.
    Note:  Click Back to return to previous steps and make any changes.
  9. Click the Import Template, select the template to update, and then click Update Current Template to update an existing import template. The existing template is saved with any import setting changes
    Note: 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.
  10. Click Import Now.
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