Begin at the Admin page, where the Imports section can be found under Data Management for all entities. To import data for the Accounts Entity, click Accounts.

The Import Account Records popup is shown. Here, you must provide a CSV (comma-separated values) file containing the data you wish to import. Click the Browse button to attach the CSV data file.

Highlight the CSV data file to be imported and click Open.

Enter the Import source (for example, the records to be imported here are from a Lead List) and click the Next button.

On the left we see the eight fields present in the CSV data input file. Each field has to be matched with a corresponding application field, found in the dropdown. The fields in red in the dropdown are required fields whose values must be specified for all records.

Match all the eight fields from the CSV data input file to the application fields. For example, Company Name field in the input file matches with Account name in the application field, phone number field matches with Main phone number in the application field and so on. After all the fields are matched click Import.

This matching need only be done once. It can be saved as a Map file in the next step.

The system rejected three of the four records. Before viewing the errors. save the Map file that contains the field matching specified in step 2. Click on Download map file button.

Provide a file name for the Map file and Save.

Next, we can examine the errors that caused the records to be rejected. Click on View Import log button.

The application returns a CSV file with the same format as the input file we provided, but with one extra column at the left end, containing the error message for each rejected record. For example in the first record, California is not a valid value for Territory, 50-100 is not a valid value for Employee count in the second record and in the third record Medical is not a valid value for Industry type. Correct the content values for these fields and save the file.

To import the corrected records, select the CSV data input file. This time the Map file can also be provided. Selecting the map file at this stage automatically matches the fields of the Input data file with the fields of the application, and skips step 2.

Now we can re-use the map file we saved earlier, so that we don't have to go through the matching step (step 2) again.

Proceed with the import by clicking the Next button.

All records were accepted. Notice that because the map file was provided, we did not go through the second step for field matching.

In the Account List page, SRK Computers which was one of the records imported can be viewed.