Import accounts and contacts with guided setup

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

Before you begin

Role required: import_admin, sn_crm_foundation_admin, and csm_guided_setup_user

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 select Get Started.

2. In the Foundation Data category, select Get Started.

3. Select one of the following:

   • Import Accounts
   • Import Contacts
   • Upload data from an external data source into an import set.

4. Create a transform map.

5. Execute the transform map to transfer the data.

6. Verify that the data records are imported into the target table.