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.
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.
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Customers and Contacts Together Import (See Importing Entities and Contacts Together)
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Leads and Contacts Together Import (See Importing Entities and Contacts Together)
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Prospects and Contacts Together Import (See Importing Entities and Contacts Together)
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Fixed Assets Import (see Updating Asset Records Using CSV Import)
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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.)
Specialized two-step Import Assistants are available for the following import tasks: