Select a File for Import
On the Scan & Upload CSV File page of the Import Assistant, indicate the file or files to be the source of imported CSV data.
For some record types, an option button is available to indicate whether one or multiple files will be uploaded. There is a limit of 25,000 records per uploaded file.
Select one or more CSV files to import by clicking the Select... buttons and browsing to the CSV files you want to import.
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If you have chosen One file to upload, the Assistant provides one Select... button.
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If you have chosen Multiple files to upload, the Assistant provides a Select... button for the primary file, and multiple, optional Select... buttons with descriptions of the types of files that can be linked to the primary file.
It is important that the data for the main fields in the imported records is included in the primary file, not in the linked files.
Linked files may contain sublist or subrecord data that is stored separately, such as multiple addresses for each customer. For more information, see Sublist Data Import. To avoid errors each file must contain files for the appropriate structure. If the linked file is a sublist file, it must contain only sublist fields. If it is a subrecord file, it should contain only subrecord fields.
Click the Select buttons corresponding to the types of data you want to upload, and browse to the correct files. After you have added a file, its name appears. You can click the Remove button to select an alternate file.
If you need to edit or rename a file after selecting it, you must remove it and select it again after the changes. If you change the file in any way after selecting it and you click the Next > button, an error message is displayed.
The following screenshot shows file selection for a multi-file import:
Note the following:
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The list of optional linked files shows sublists that may be available for import. The list does not reflect the disabling of related features, so it may include sublists not currently available for import.
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If you select multiple files, the Import Assistant's File Mapping page requires you to define the column in each file used to link data among files.
If you are using a previously saved import map, your choice of one file or multiple files should be consistent with the original choice for the import map. If you choose one file for a map that previously used multiple files, or the reverse, some CSV file data may not be imported.