Step One Scan & Upload File

Complete the following tasks for step one of the Import Assistant:

• Select an Import Type

• Select a Record Type for Import

• Choose Import Character Encoding

• Choose CSV Column Delimiter

• Select a File for Import

• Click Next.

  • If your CSV file contains any incorrect characters or other errors, you’ll see an error message showing the type of errors and how many errors there are.

    You can then download a ZIP file containing your CSV files with an additional column in each file for the errors. After you fix them, start the Import Assistant again and upload your files.

  • If there aren’t any errors, the Assistant proceeds to Step Two Import Options.

    

General Notices