Prepare the source file
Use the supported CSV columns and keep one record per row. Save a separate copy of the source before correcting import errors.
Preview the import
Choose the CSV file, map fields where required and review validation results. Fix rejected rows rather than importing incomplete customer or catalog data.
Complete the import
Confirm the validated records and review the resulting contact or product list. Check currencies, taxes and prices before using imported data in a document.
Export records
Choose the relevant export action and select a destination folder where supported. Open the CSV in a spreadsheet application and keep formulas disabled when reviewing untrusted data.
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