Import

Note: Look for the ability to create and download sample import files in an upcoming release.

The Import list is the central location for managing imports. From this page, you can view, validate, and import existing imports, or add new ones.

Depending on user permissions, you can access Import under Settings.

Import reminders:

• Import supports both .CSV files and .TXT files.

• For .TXT files, Import supports only comma delimited files.

• Header records are required for all imports in web view.

• If you modify the .CSV file after you’ve attached it for import, you must upload the file again to ensure the latest updates are included.

Tip: From an import's menu in the list, you can validate, import, or delete. If you don't see the option to import, ask your admin to check your permissions.

If you receive an error or exception when importing, search the Knowledgebase for helpful tips and resolutions.