Records can be directly imported to a Contact, Company, Group or Opportunity.

1  On the detail view click on the table names tab


2  Click on the import button in the toolbar

3  A dialog will come forward asking if you want to continue importing


4  Select the file to import

5  A simplified version of the custom table importer will come forward.  Choose the sheet and if data should be left unchanged or replaced.  Map the fields from the external file to the custom table fields.  If you choose to replace with source you need to select a key match on.


6  When finished a box will say "Import complete"

See also