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.

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

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