File import

Use Menu > Administration > Data import > File import to create or update supported QuickStart records in bulk from CSV files. The area lets you download record-specific templates, select an import operation, submit and monitor asynchronous jobs, download error details, and configure delimiters and other parsing preferences.

Learn more

• Get started with file import

• Set import preferences

• Import a file

• Work with the CSV file template

• Reference existing records

• File import status page columns

• Record-specific import details