Import Setup

Import templates are defined under Import Setup. Below are some commonly used templates:

• Activity

• Company

• Contact

• Company With Contact

  This template has a mapping for importing Contacts and Companies where there is one Contact per Company

• Contact With Company

  This template has a mapping for importing Contacts and Companies where there are many Contacts per Company

• Contact Combined Name With Company

  This template is similar to Contact With Company, but with contact First Name and Last Name are combined.

• Lead

• Opportunity

All the templates listed above have entity fields mapped. You can edit the template by selecting the desired template record. Or create your own template by selecting the plus(+) icon.

Supported File Types – Data can be imported from Excel (2007 or higher).