I am importing data for the first time. How do I do that?

To get started with imports, we recommend that you review this article: Importing Records. We include screenshots in our steps so you know exactly where to click while going through the import process.

Make sure to carefully review the section on preparing your data file to guarantee a seamless import process. After that, you will find instructions on how to create a new table with data or import data into an existing table.