Accessing the Record Import view

To access the record import view:

  1. 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.

  2. Access the list view of the type of records to import.
    Note: Not all record types are available for import.
  3. Select Import in the Common Tasks section.