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Importing Data General Information
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Importing Data General Information

Owned by Shirly Tsang
Last updated: Feb 01, 2023
1 min read

In the General Info step of the Data Import wizard, complete the following:

  • Name: Specify a name for the import configuration. 

  • Description: Enter a description for the import configuration.

  • Tags: Click Add to associate keys with the import configuration. Specify the following:

    • KEY: Enter a meaningful name for the key, such as a location or a department.  

    • VALUE: Enter a value for the key such as San Jose or Accounts. To remove a tag, select the respective checkbox and click Remove to delete the associated tag. For information about tags, see Managing Tags.

Click Next to select a file for the import. For information, see Importing Data Select a File for Import.