Extending your Import to other Record types Last updated : 9th June 2017 It is possible during the Import process to extend an the Import to include other record types or relationships. This is done at the Field Mapping Stage (Stage 3) by selecting the Extend Import button. Continue Reading
Defining Field Mappings Last updated : 9th June 2017 Import – Stage 3 – Define Field Mappings Stage 3 is where you control which fields within Workbooks will be populated with information from your source data. This is done by ‘mapping’ the fields from Continue Reading
Running and Reviewing your Import Last updated : 9th June 2017 Running your Import When you’re happy with all the settings click Run at the top of the screen. Your import will be placed in a queue and you’ll be notified when it’s ready for review. In the meantime, Continue Reading
