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: Import 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 spreadsheet 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.

Tip:  If you run into an issue with your import, check out our Imports FAQ section for solutions to common import issues.