Get started with file import
File import creates or updates supported QuickStart records from a CSV file. It is different from the optional bank transaction import in the onboarding wizard, which connects a bank and imports transactions from that connection. Use the record-specific template generated by QuickStart so that the file contains the expected column identifiers and required fields.
Open Menu > Administration > Data import > File import. Use Import status to start an import and monitor submitted jobs. Use Import preferences to configure CSV delimiters and character encoding for the account.
The import dialog shows only the record types and operations allowed by your permissions. Depending on the selected record type, you can create records, update existing records, or create and update records in the same import. Updating a record requires a supported reference such as its internal ID, external ID, or name.
Imports run asynchronously. After selecting Import, you can close the dialog and follow the job on the Import status page.