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.
You cannot import files that have special characters in the file name. For example, you cannot import a file with the following name: My:File.csv. The following special characters are not supported in import file names: / \ * ? % : | " < >
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. Refer to