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
the
application
Example: To import address information for both the contact and the account, the address information must be contained in separate columns that can be mapped to the contact or the account. If the contact and account information is the same, copy and paste each address column and give the 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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