Import and Match Data > Import data > Import process
  

Import process

Your user role must have permission to import data.
To import data, perform the following tasks:
  1. 1Upload a CSV file to import.
  2. 2Verify the automatically mapped fields. Manually map the fields that have incorrect mapping to ensure that the columns of the source file match the target fields.
    3. When you import hierarchies, map the source columns with the required target fields. The automatically mapped fields display confidence indicators to indicate the accuracy of the mappings. If fields have low confidence scores or incorrect mappings, manually map the source columns with the required target fields.
  3. 3Preview and verify the field mapping and import the file.