Import accounts and contacts with guided setup

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Use Customer Service Management guided setup to import existing accounts and contacts.

    Before you begin

    Role required: admin

    About this task

    After importing customer account data, you must also set the account code system property.

    Procedure

    1. Navigate to All > Customer Service > Administration > Guided Setup and click Get Started.
    2. In the Foundation Data category, click Get Started.
    3. Click one of the following:
      • Import Accounts
      • Import Contacts
    4. Upload data from an external data source into an import set.
    5. Create a transform map.
    6. Execute the transform map to transfer the data.
    7. Verify that the data records are imported into the target table.