Creating account or contact file for import

  1. Select Data Import > Upload File.
  2. In the Download Template section, download the account or contact templates.
    Note: You can select from the available templates or create your own account or contact templates.
  3. Specify the necessary information.
    Note: For Code values, use the Global Code ID. If Global Code ID is not available, add Global Code ID values in M3 Mobility Core Toolbox.
  4. Click Save. File is now ready for import.