- Click Import link from the top right corner in Accounts Home Page.
- In the Import Accounts Wizard page, choose the file which can be in .xls or .csv or vcf formats.
- Provide instructions to be performed when duplicate files are encountered.
- Click Next.
- Map the fields as per relevancy.
- Click Next. The Confirm Mapping page opens up.
- Check if you have mapped the fields correctly and click Import. Import Summary page displays the number of records added, updated and ignored.
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