One-Time Imports

Use One-Time Imports to upload a prepared CSV file and create or update records in InterAction+™ AI.

One-Time Imports help administrators bring structured data into InterAction+™ AI through a guided workflow. The import process supports sample templates, custom column layouts, reusable mapping instructions, matching rules, validation, status review, and error handling.

This helps firms manage project-based or ad hoc data loads without relying on separate legacy import tools.

Why use One-Time Imports

One-Time Imports provide a consistent way to create or update InterAction+™ AI records from a CSV file.

Use One-Time Imports when you need to:

Add new records from a prepared file.
Update existing records using mapped identifiers.
Reuse mapping instructions for similar files.
Validate source data before processing.
Review warnings, skipped rows, failed rows, or records requiring review.

The workflow is designed to unify import capabilities into a single InterAction+™ AI import experience while preserving core capabilities such as mapping, rules, and validation.

Who uses One-Time Imports

User	How they use One-Time Imports
CRM Administrator	Prepares and runs imports for project-based data loads.
Data Administrator	Creates or updates records, validates data, and reviews import results.
Data Stewards	Review warnings, skipped records, failed records, or records requiring review.
Reporting teams	Use imported data for reporting and downstream workflows.

One-Time Imports are typically used for ad hoc or project-based data work.

Before you begin

Review the following requirements before running an import.

Requirement	Details
Access	Authorized CIM access is required.
Permissions	The user must have Data Administrator group permission.
File format	The supported file format is CSV.
Encoding	The CSV file should use UTF-8 encoding.
Source data	Source values should be clean and prepared before upload.
Required identifiers	Required identifiers must be included for the selected import type.
Update imports	For updates, use record GUIDs or configured additional-field matching.
Review owner	Identify an owner to review warnings and rejected records.

For update imports, Data Exports can be used to obtain contact or company GUIDs.

How One-Time Imports work

At a high level, a One-Time Import follows this process:

Choose the data type and destination.
Upload the CSV file.
Reuse or create mapping instructions.
Map required fields.
Review matching and no-match rules.
Validate the import.
Review the status file.
Correct errors, if needed.
Run the import.
Review the completed import results.

Run a One-Time Import

From the Home screen, select Data Management in the left navigation.
Open Data Imports.
Select New Import.
Select the data type you want to import.
Select where the imported records should be saved:
- My Contacts
- A folder
- A list
Download the sample template, or use a prepared CSV file with a custom column layout.
Add your data to the CSV file.
Drag and drop the file, or select Browse to upload it.
Map each source column to the corresponding InterAction field.
For updates, select the identifier InterAction should use to find existing contacts.
Choose what happens when no match is found.
Configure any address or data-management options.
Save the mapping as a template if you want to reuse it for future files.
Select Import to start processing.