Step One Scan & Upload File

Complete the following tasks for step one of the Import Assistant:

• Select an Import Type

• Select a Record Type for Import

• Choose Import Character Encoding

• Choose CSV Column Delimiter

• Select a File for Import

• Click Next.

  • If your CSV file contains incorrect characters or other errors, an error message displays the type and number of errors.

    You then can download a ZIP file containing the CSV files with an additional column in each file indicating the errors. After you fix the errors, you can launch the Import Assistant again and upload the files.

  • If no errors are detected, the Assistant proceeds to Step Two Import Options.

    

Related Topics

• Importing CSV Files with the Import Assistant
• Guidelines for CSV Import Files

General Notices