Import Options allows you to specify the type of records you are importing and how they are being imported.
When you first come to this screen, you will have 2 choices to make: what you're importing and how you want to import it.
We recommend importing with a Unique ID so that you can easily locate records in the future if you want to do a bulk update in the future. If you use an Accounting System, ERP, other CRM or an organized spreadsheet, you should have a unique number (or number-letter combination) that identifies each record.
If you import using a Unique ID, the option to import without a Unique ID will be hidden in the future . If you feel that you need to import records without a Unique ID after doing so, please contact support.
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