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→Copy/format the data
If you wish to '''import contact''' details then ensure . . .
* You have selected at least one field from the Users and one field from the entity (level 1,2 or 3) for matching* You have included the user role name you want to import contacts as * '''ALL''' standard fields are set before the custom fields and in the same order as the field selection list
If you wish to '''import organization''' details then ensure . . .
* You have selected at least one field from the Companies and one field from the entity (level 1,2 or 3) for matching* You have included the company role name you want to import companies as * '''ALL''' standard fields are set before the custom fields and in the same order as the field selection list
==Paste information into Import Window==
