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Permissions Required: Import Admin
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Creating a Template
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Limit the volume per file. Split the data into parts of no more than 20K entries per import.
Start no more than two imports at once. Start subsequent imports after others are confirmed as finished.
Avoid duplicate entries across imports when starting more than one import at the same time. Pro-Tip: Separate/sort imports by AccountId.
Smaller is better when possible. This allows for easier monitoring to more easily and quickly assess if the imports are completing on the expected timeline, or if there may be an issue causing a stall and/or no results (success or failure).
When using the Approve Imported Entries action, the user that started the import must be the one to execute that action, otherwise the process will not approve the entries.
Reasons for Import Failure
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