Data Import

A Data Import uploads a spreadsheet containing your company’s existing data into Core, so you can better organize and analyze all your data in a way that better reflects your business. This page covers instructions on completing and uploading the import spreadsheet.

Data Import Overview

An introduction to the Data Import feature, which allows you to import data into Core using a spreadsheet.

Create a Data Import Template

Instructions on generating a template to import object and relationship data into Core.

Enter New Object Data on the Import Template

How to record new object data for import through the Data Import tool.

Enter Relationship Data on the Import Template

How to record relationship data to import into Core using the Data Import tool.

Enter Updated Object Data on the Import Template

How to record updated object data for import using the Core Data Import tool.

Import File Attachments

Instructions on importing files into Attachment fields via the Data Import tool in Core.

Upload the Import Template

How to upload the import template (i.e., the Excel spreadsheet) into the Data Import tool.
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