Supported Record Types for CSV Import

The Import Assistant includes an Import Type list where you can select the category of data you want to import. After you select an import type, you select the record type of data to import. The Import Assistant supports the following record types. Click a link below to review guidelines for a record type, so that you can prepare your CSV data for import.

Note:

The data that you can import depends on your assigned role and permissions, and on your account's enabled features. To use the Import Assistant for most record types, you must have the Import CSV File permission. For questions about roles or permissions, contact your administrator.

• Accounting Import Type

  • Budget Exchange Rates Import

  • Chart of Accounts Import

  • Consolidated Exchange Rates Import

  • Currency Exchange Rates Import

  • Expense Categories Import

  • Fair Value Price CSV Import

  • Global Account Mapping Import

  • Item Account Mapping Import

  • Item Collection Import

  • Item Collection Item Map Import

• Activities Import Type

  • Events Import

  • Phone Calls Import

  • Resource Allocations Import

  • Tasks Import

• Classification Import Type

  • Class Import

  • Custom Segment Value Import

  • Department Import

  • Location Import

  • Merchandise Hierarchy Node Import

• Communications Import Type

  • Messages Import

  • Notes Import

• Custom Records Import

• Customization Import Type

  • Custom List Import

• Employees Import Type

  • Bonus Import

  • Employees Import

  • Expense Report Import

  • Imported Employee Expense Import

  • Job Import

  • Time-Off Change CSV Import

  • Track Time Import

• Items Import

• Payment Instruments Import Type

• Relationships Import Type

  • Billing Account Import

  • Contacts Only Import

  • Customer-Subsidiary Relationship Import

  • Customers Only Import

  • Customers and Contacts Together Import (See Importing Entities and Contacts Together)

  • Group Import

  • Projects (Jobs) Import

  • Leads Only Import

  • Leads and Contacts Together Import (See Importing Entities and Contacts Together)

  • Partners Import

  • Prospects Only Import

  • Prospects and Contacts Together Import (See Importing Entities and Contacts Together)

  • Sales Channel Import

  • Vendor-Subsidiary Relationship Import

  • Vendors Import

• Rules Setup Import Type

  • Foreign Currency Variance Posting Rule Import

• Subscription Billing Import Type

  • Price Book Import

  • Price Plan Import

  • Subscription Import

  • Subscription Change Order Import

  • Subscription Line Import

  • Subscription Plan Import

  • Usage Import

• Supply Chain Import Type

  • Bill of Materials Import

  • Bill of Materials Revision Import

  • Bin Import

  • Item Location Configuration Import

  • Item Process Family Import

  • Item Process Group Import

  • Item Revision Import

  • Manufacturing Cost Template Import

  • Manufacturing Routing Import

  • Order Type Import

  • Pick Strategy Import

  • Zone Import

• Support Import Type

  • Issues Import

  • Solutions Import

  • Support Cases Import

  • Topics Import

• Transactions Import Type

  • Advanced Intercompany Journal Entry Import

  • Cash Sale Import

  • Check Import

  • Credit Card Charge Import

  • Credit Card Refund Import

  • Credit Memo Import

  • Custom Transactions Import

  • Customer Payment Import

  • Estimate Import

  • Fixed Assets Import (see Updating Asset Records Using CSV Import)

  • Inventory Details on an Inbound Shipment

  • Inventory Adjustment Import

  • Inventory Cost Revaluation Import

  • Inventory Transfer Import

  • Invoice Import

  • Item Demand Plan Import

  • Item Supply Plan Import

  • Journal Entry Import and Intercompany Journal Entry Import (Use this record type to import multiple journal entries at a time. To import a single journal entry, see Single Journal Entry Import.)

  • Opportunity Import

  • Order Reservation Import

  • Paycheck Import

  • Period End Journal Entry Import

  • Purchase Order Import

  • Return Authorization Import

  • Sales Order Import

  • Statistical Journal Entry Import

  • Transfer Order Import

  • Vendor Bill Import

  • Vendor Credit Import

  • Vendor Payment Import

  • Vendor Prepayment Import

  • Vendor Return Authorization Import

• Website Import Type

  • Site Category Import

  • CMS Page Import

  • Commerce Category Import

Specialized two-step Import Assistants are available for the following import tasks:

• Single Journal Entry Import

• Budget Import

• Single Inventory Worksheet Import

• Project Tasks Import

• Web Site Redirects Import

Additional Information

Importing CSV Files with the Import Assistant

CSV Import Error Messages

Related Topics

Guidelines for CSV Import Files

Tips for Successful CSV Imports

General Notices