Select a Record Type for Import

After you select an import type, you’ll see the record types for that category in the Record Type dropdown list. Select a record type from the dropdown list.

You should read the CSV file guidelines for your record type and prepare your CSV files before you import. For more details, see Supported Record Types for CSV Import.

Related Topics

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

General Notices