Import Records in an Entity

To import records from your local machine to an entity, do the procedure in this topic.

Screen



Prerequisites

How to Start

  1. Do one of these:
  2. On the right side of the screen, click Ellipses (...) > Import Data.

Procedure

  1. On the Import Data screen, click Select a file.
  2. Select an XML file or JSON file from the local machine that contains the records to import.
  3. Click Import.