Contents

Title and Copyright Information

Preface

1 About this Guide

2 Using File-Based Import

3 Using File-Based Export

4 Using Round-Trip Export-Import

5 Importing Accounts

6 Importing Contacts

7 Importing Country Structures

8 Importing Customer Hierarchies

9 Importing Geographies

10 Importing Households

11 Importing Source System References

12 Enriching Data Using Social Data and Insight Cloud Service

13 Cleansing Addresses

14 Identifying Duplicates

15 Resolving Duplicates

16 Managing Party Information

17 Managing Hierarchy Information

18 Managing Enterprise Resource Information

19 Managing Protected Information

20 Viewing Audit Histories

Glossary