Wednesday, November 21, 2018

Import Individual Customer Record with Chinese Characters

1. Locate the CSV file with Chinese Characters > Right click
2. Select Open With Notepad (Make sure that the Chinese characters are all showing in Chinese Characters)
3. Save the file as CSV then Encoding set to UTF-8
4. Click Save
5. Navigate to Setup > Import/Export > Import CSV Records
6. Set Import Type to Relationships
7. Set Record Type to Customers Only
8. Set Character Encoding to Unicode (UTF-8)
9. Select the file then click Next
10. On Data Handling section select Add
11.Click Next
12. On the field mapping page map the following fields
Currency --------------------- Currency (Req)
Email -------------------------- Email
CLIENT-Closed Won -------- Status (Req)
First Name ------------------- First Name
Yes --------------------------- Individual (Req)
Last Name ------------------- Last Name
13. Click Next
14. Enter the name of the import
15. Click Save & Run

 

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