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Import Bulk Records

You can import data with multiple business entities from an Excel or CSV source file. The import process helps you to create or update multiple primary records in a single operation. You can stop the import at any point while it is in progress. However, you cannot roll back the imported records.

Importing file names with special characters are not supported. For example, you cannot import the following file: My:File.csv. The following special characters are not supported: / \ * ? % : | " < >

The following image shows the New File Import window with a CSV file imported:

The file properties populate based on the file you select to import. You can edit the import file properties. See the 'Importing Data' topic on page 64.

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User Guide

User Guide

Import Bulk Records

Import Bulk Records