Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleImporting Accounts and with Contacts Linked Contacts

You can import accounts, along with the contacts linked to them, from a file to LVP.

Note
iconfalse

Before you import the file containing accounts, ensure the following:

  • Each account record in the file that you want to import contains a name for the account.
  • The file size is not more than 15 MB.

To import the accounts and linked contacts:

  1. In the Account List window, click the Settings icon , and then click Import > Contacts for Accounts.
    The Import Contacts for Accounts window appears.

  2. In the File field, click the magnifying glass icon , and then select the file containing the account and contact data that you want to import.

  3. Click Import.

    Info
    iconfalse

    You can view details such as the status of the import or the date and time when the import started or ended in the User Tasks window. This window appears when you click the avatar icon  User Tasks. In the window, the account import task is identified by the value ACCOUNT_IMPORT in the Operation column.

    A message stating that the data is imported appears. The accounts from the file appear in the table in the Accounts window, and the accounts are linked to the contacts as defined in the file.

...