Before you start an import, it’s important that you decide how you want to find your duplicates and how you want to merge them. The import wizard uses the filters and automation rules that you have already created. If you prefer different criteria, you must create the filters and rules before you start importing. Watch the how-to video on the Import Wizard Part I – Filters & Automation Rules here.
Follow the Import Wizard step-by-step instructions below or watch our collection of how-to videos at the bottom.
Please choose which object you wish to scan & import against to view the specific step-by-step instructions for that object import:
Import Wizard Part I – Filters & Automation Rules
Import Wizard Part II – Import Process (Full Version)
Watch the entire video below (26 min):