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  • In the Source section, select the format you would like to import. Since we are importing a CSV file, select CSV.

  • Attach the file you would like to import by clicking Select File.

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If the file is a valid CSV, you will see a picklist to select the delimiter used in the CSV file. Select one of the following options depending on your CSV file:

  • Tab

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  • Comma

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  • Semicolon

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  • The “Next” button will not be available if the selected file is invalid.

Click “Next” to proceed to the next step.