Import a file
Use File import to create or update supported records from a CSV file and monitor the import as an asynchronous job. Open Menu > Administration > Data import > File import.
Before you begin
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You need create or update permission for the record type and operation you intend to use.
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Download a new CSV template for the selected record type and operation. Complete the required columns and save the file in CSV format.
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When updating records, include a supported reference to each existing record. For more information, see Reference existing records.
Import a CSV file
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Open Menu > Administration > Data import > File import.
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On Import status, select Import.
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In What do you want to import?, select the record type.
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In What do you want to do?, select an available operation:
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Create new records
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Update existing records
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Create new or update existing records
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Download the CSV template for the selected record type and operation if you have not already prepared the file.
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Add the data to the template. Keep the generated column headers unchanged, and include every required column.
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Upload the completed CSV file.
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If QuickStart reports a validation error, download the error information, correct the file, and select Retry.
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If records in the file depend on earlier rows, open Advanced options and select The records in my file depend on each other and must be imported in the order they appear in the file. Otherwise, QuickStart can process rows in parallel and does not guarantee their order.
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Select Import.
The dialog closes and a new job appears on Import status. Refresh the list to see the latest state. After processing finishes, use the job actions to review or download the available result information.