Select an Import Type

On the Scan & Upload CSV File page of the Import Assistant, select the record category you want to import from the Import Type dropdown list. Record types available for import are grouped into categories, listed alphabetically:

The following import types are available. Click on a link below to see the record types available for each import type, so you can select the right type for your import:

Accounting Import Type
Activities Import Type
Classification Import Type
Communications Import Type
Custom Records Import
Customization Import Type
Employees Import
Items Import
Relationships Import Type
Rules Setup Import Type
Subscription Billing Import Type
Supply Chain Import Type
Support Import Type
Transactions Import Type
Website Import Type

For a list of all record types sorted by import type, see Supported Record Types for CSV Import.

Related Topics