If you can't sync with a vendor application to stream records into Oomnitza, you can import records from a spreadsheet.
Before you start
The Include read-only toggle is only available if your administrator has granted permissions for your role to edit read-only fields.
See Importing records and the Import manager.
Before you start
See Using the Import Manager for instructions.
Open the custom object in list view, and click Import .
Review the following before you import custom object records:
- You must have the appropriate privileges to access custom objects.
- You can make it easier to manage custom objects by adding the custom object to the main menu.
Restriction
The record limit for each custom object that you add is 1,000. If you need to add more than 1,000 records, contact Support. If the file that you import contains more than 1,000 records, the import option will be disabled. Or, if the import will result in the record limit being exceeded, the import option will be disabled.
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