Perform an Import

1. Navigate to Tools > Import/Export and click Import.

   The Import page opens.

2. In the toolbar, click Add Import.

   The Import Process window appears.

3. Assign a name to the import in the Name field, then select the type of import from the Type drop-down menu.

4. In the Format field, select a format for the import. Choices include CSV, XML, and Excel.

5. Select an action for the import:  Insert, Update, or Delta.

   Some Imports only allow Insert.

6. Select the import file to upload.

   Once the file has been selected, click Save at the bottom of the page to upload the file.

   The maximum number of items that can be imported is 20,000. If an import file exceeds the maximum, an alert appears stating that the limit has been exceeded.

7. Once the file is uploaded, select Import.