Use the Data Import Wizard to create multiple records at the same time. The wizard requires you to add all records to a spreadsheet so that you can import the data from that spreadsheet into TeamConnect.

You can import the following record types:

•Contacts

•Custom Objects

•Involved Contacts

Note: The Data Import Wizard does not support Embedded Objects.

To import records, you must first create a data file. See Creating a Data File and Importing Data for more information.

Note: If you import data for a record that already exists, TeamConnect creates a duplicate record. In the case of contact records, if a solution developer has configured your system to prevent duplicate contacts, the wizard returns an error and does not create the duplicate record.