• Working in Excel, find the first cell of the column requiring an Import ID.
  • In that cell, start the Import ID using the format of your initials, today's date, and a unique identifier. For example, if Robert Hernandez was populating an import ID on September 1, 2017, the starting ID would be RH090117-1 or RH09012017-1
    Start of Import ID
  • Click on the cell entered in the previous step.
  • On the lower right of the cell, move the pointer until a + appears. 
    Import ID with +
  • Left mouse click when the + appears and drag down to fill the column. Unique IDs will populate on each row after the hyphen.
    Filled in Import ID
  • Import IDs must be unique for the data type if the import can bring in several of the same kind. A common example is when importing several phones and emails on the same row of data where the Phone Import ID (PhoneImpID) must be unique for each phone. The process above can work by adding the Column Letter to the import ID value. For example in column A, add an A after the date and before the dash: RH090117A-1. And then in column C, start the import ID before the dash as RH090117C-1. Column letters are unique, so this will help ensure unique IDs are using in 1 to Many fields imports. Two import ID example