Importing a list using a template
To import a list using template:
- Access the Record Import view.
- Click Select File, browse to the list to import, and click Open.
-
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.
- Click Next.
-
Review the
import settings
in
the Import Detail
Preview.
Note: To view the import settings in detail, click Edit. To make changes, see Importing a list without using a template.
-
Click Import
Template, select the required template to update, and 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 click Save. The new import template description is added to the Import Template list on the Import Leads field.
- Click Import Now.
Related topics