Select an Import Type

On the Scan & Upload CSV File page of the Import Assistant, select the category of record to import from the Import Type dropdown list. Record types available for import are divided 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, to help you determine which import type to select:

• 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

• Step One Scan & Upload File
• Select a Record Type for Import
• Choose Import Character Encoding
• Choose CSV Column Delimiter
• Select a File for Import
• Supported Record Types for CSV Import

General Notices