General tab

Use the General tab to initiate the import. If you have already clicked Get External Data, all fields except Allow Duplicate Names are disabled.

Field	Description
Import Type	Click to select the type of data to import. 2 - Contact 3 - Customer 4 - Vendor Import types are listed in the order in which the data should be imported. For example, Contacts should be imported before Customers, because contact information is referenced within customer records. Note: The import types shown in this field are based on user permissions to the corresponding screens. For example, if you do not have access to the Project screen, the Project import type is not listed.
File Location	Click and browse to the import file. Valid file types include Excel (XLSX) files and TSV files.
Posting Group	This field is disabled.
Select DFRs	This field is disabled.
Allow Duplicate Names	Select the checkbox to import records with duplicate names without giving any warnings. If records with duplicate names are imported, you can use Merge User Codes to combine the entities as needed. Deselect the checkbox to mark records with duplicate names as invalid. For Contacts, the name is based on the values in all five key fields (Title, First Name, Initial, Last Name, and Suffix). For Customers and Vendors, the name is in a single field in the import file.
Number of Valid Records	Initially displays 0; after you click Get External Data, displays the number of valid records for the import type. Valid records can be imported.
Number of Invalid Records	Initially displays 0; after you click Get External Data, displays the number of invalid records for the import type. Invalid records must be corrected before being imported. A record is invalid if either of the following is true: The record fails one or more validation checks. The record is orphaned. For more information, see Failed Records tab and Orphaned Records tab.
Clear	Click Clear to clear the File Location, Posting Group, and Allow Duplicate Names fields for the import type and to clear external data. If the external data includes invalid records, you have the option to create a Problem Records Excel file. You can use this file to identify the records with errors in the original import file.

Failed Records tab

The Failed Records tab is displayed only if one or more records in the import file failed validation checks. A record may fail a validation check for a number of reasons, including:

• A required field is blank.
• The value in a field is not the correct type of data (for example, a character value is in a date field).

Each row in the grid contains information about a failed record. Use this information to find and correct the record in the import file.

Orphaned Records tab

The Orphaned Records tab is displayed only if a detail record in the import file does not match a primary record in the import file. This match is based on the values in the key fields for the import type.

Each row in the grid contains information about an orphaned record. Use this information to find and correct the record in the original Excel file.