Understanding Import Options
When importing objects, you have three options to choose from:
Create Opportunities:Use this option to upload only new records into the system.
Update Opportunities:Select this option to update information for existing records.
Create and Update Opportunities:Choose this option for a combination of adding new records and updating existing ones.
Structuring Your File
Field Formatting
Date Picker:
Acceptable formats: mm/dd/yyyy (e.g., 10/28/2020), yyyy/mm/dd (e.g., 2020/10/28), mm-dd-yyyy (e.g., 10-28-2020), yyyy-mm-dd (e.g., 2020-10-28).
Multiple Options, Checkbox, Textbox List:
Acceptable formats: Value 1, Value 2, Value 3 (e.g., Blue, Yellow, Green). You can also use ; or . as separators.
Radio, Single Option:
Acceptable formats: Value 1 (e.g., Blue).
Contact Owner:
Format: FirstName LastName (e.g., Logan Paul).
Tags:
Acceptable formats: Value 1, Value 2, Value 3 (e.g., Blue, Yellow, Green). You can also use ; or . as separators.
Phone Number:
Format in E.164 (e.g., +1 1234567890). For US numbers, formats like 123-456-7890 or (123) 456-7890 are also acceptable.
Numerical:
Acceptable formats: 1.23, 1234, .Monetary:
Acceptable formats: 1234, 1,234,234.Contact Followers:
Acceptable format: FirstName LastName, FirstName2 LastName2 (e.g. Adam Smith, David Lee)
Additional Email Addresses:
If you're importing contacts with more than one email address, include an Additional email addresses column with their secondary emails.
Acceptable format : [email protected], [email protected]
Additional Phone Numbers:
If you're importing contacts with more than one phone number, include an Additional phone numbers column with their secondary phone numbers.
Acceptable format : +1 7877123460,+1 7877123461
Importing Your File
Steps to Import:
Go to Contacts
On the top row with multiple actions click on "Import Contacts"
Choose to import only Contacts or both Contacts and Opportunities
Upload the file for importing and then click on "Choose how to import contacts" to decide whether you want to create, update or do both.
De-duplication preferences are respected for finding contacts for creating and updating contacts.
Map Your Fields:Ensure each column in your file is correctly mapped to the corresponding field in the system.
Adjust the mappings if necessary.
A few things to note:
Checking the "Don't update Empty Values" checkbox will not update any field if the imported file has empty values and the field does have some value for the opportunity
If you decide to not import certain field, you can choose to keep it unmapped and check the box on the bottom to proceed. -"Please ensure all mandatory fields are mapped. To proceed, either map all fields or choose Don't import data for unmapped columns"
Review and Confirm:Review the data preview to ensure everything looks correct. Confirm the import to proceed.
Note that it is mandatory to check the box on the bottom and accept the disclaimer to start importing.
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