This documentation relates to CiviCRM version 3.1. It's not maintained anymore.
Current version of documentation.

Import Steps

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What is an Import Cycle? What steps are involved during it?

An Import cycle is a sequence of tasks needed to successfully complete importing contacts into CiviCRM.

The steps involved are

  1. Upload File:
    An ascii text file in CSV (comma separated values) which stores contact information is
    selected for Import.
  2. Match Fields:
    Fields from the import file are mapped to matching CiviCRM fields. Suggested mapping is
    determined by Import which can be overriden by the user manually.
  3. Preview:
    Preview the results of the import. The parser checks for duplicate/erroneous contact
    data.
  4. Summary:
    Final step. The data is inserted into contact tables (via an API) and Summary is displayed.

See Importing Data for more information.

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