Import Options

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.