The only field required to import a new organization record is Organization Name. When mapping the field on the Fields tab of the import parameter set, expand the Organization category and select Name.

  • If you include attribute information in the import, you must include the Attribute type and Attribute description fields, which are found in the Attribute category.

     

  • If you include note information in the import, you must include the Type field, which is found in the Notes category.

     

  • If you include relationship information in the import, you must include the Relation ID field in the Relationships category.

     

  • If you include address phone information in the import, you must include the Contact type field in the Address Phone category.

     

  • If you include address attribute information, you must include the attribute type and attribute description fields in the Address Attribute category.