Importing accounts and contacts

  1. Select Data Import > Upload File.
  2. In the Import File section, select the spreadsheet file (.xls or .xlsx) containing the account or contact records.
  3. Select the entity from the Target Entity list.
  4. Select Enable field headers.

    When Enable field headers is selected, the data specified in the initial row of the uploaded file are listed under the Header column. Then, the data in the succeeding rows are listed under Data from excel column of the Map the columns to <Entity> fields section.

    When the Enable field headers is not selected, the data specified in the initial row of the uploaded file are listed under Data from row column of the Map the columns to <Entity> fields section.
  5. In the Map the columns to <Entity> fields section, map the <Entity> Fields column to the Header column. Click Next. Notice that the mapped columns with the first ten records from the uploaded file are displayed.
  6. Click Import. The Import Summary window is displayed.
  7. Optionally, you can import a new set of records by clicking New Import.
  8. Click Finish.