Import Wizard

Each record type has its own set of required fields.

Record type

Assign records to

CSV, XLS or XLSX up to 20 MB.

or browse from your computer

Delimiter

Encoding

Date format

First row contains column names Trim leading & trailing spaces

Fields marked * are required. Columns set to Do not import are ignored.

Column in file	Sample value	Maps to	CRM field

128 rows were read from your file.

121

Rows ready to import

5

Rows with warnings

2

Rows with errors

9

Possible duplicates

Skip duplicates

Keep the existing record untouched and ignore the incoming row.

Update existing

Overwrite mapped fields on the matching record with the new values.

Create anyway

Import as a new record even when a match is found.

Match duplicates on

Skip rows with errors and continue

Row	Column	Value	Issue	Severity