Record-specific import details

Use these record-specific references with File import when a supported QuickStart record has required fields, identifiers, sublists, validation rules, or examples beyond the general CSV process. Select the record type you are importing to review its supported operations and the details needed to create or update it successfully.

• Account import details

• Contact import details

• Credit memo import details

• Customer import details

• Emergency contact import details

• Invoice import details

• Item import details

  • Product import details

  • Service import details

  • Sales price rule and sales price rule entry import details

• Job import details

• Job assignment import details

• Journal entry import details

• Person import details

• Return authorization import details

• Sales order import details

• Vendor import details

• Bank deposit import details

• Bank transfer import details