Review what the importer will create or change before applying it.
1. Choose the business and record type
Select the intended business. Use Customers → List → More → Import Customers, Purchases → Vendors → Import Vendors, or Items → More → Import File.
2. Upload and map
Use the sample and limits shown by that importer. Upload the file, confirm its headers, and match the fields. Customer imports create new contacts; use the identified customer editor for updates.
3. Review the rows
Read the New, Skipped, Invalid, or item change details. For items, select Preview Changes before applying.
4. Apply and read the result
Confirm the intended operation. Read saved and skipped counts, the report, and the Import ID. Email validation during a customer import may reject a row that initially appeared new.
5. Avoid duplicate retries
Correct only rows confirmed as rejected. If the result is unknown or Needs Review, use Check Status or support before uploading another copy.