Browse to select the data upload file you want to use.

When you open a previously saved data upload, this option shows the selected data upload file name and it cannot be changed.

When you open a previously saved data upload that was run and generated errors or duplicate records, the following additional options are available:

• Use Data File. Reruns data upload using the original data upload file. Use this option with extreme caution, as it may create duplicate records or overwrite data on your system.
• Use Error File. Reruns data upload only for those records that generated errors during the last data upload attempt.
• Use Duplicate File. Reruns data upload only for duplicate records that were detected during the last data upload attempt.
• View Error File. Opens the data upload error file generated during the last data upload attempt.

Allows you to reuse column to field mappings configured for previous data uploads. This option is available only if you have uploaded lead records at least once.

Enter an informative description for your data upload.

Sage CRM uses this description to identify your data upload in the user interface.

Select the date format used in your data upload file.

Note: All dates in your data upload file must have an identical format.

Select how you want to treat duplicate records during your data upload.

You can either merge duplicate records with the matching existing records or completely overwrite the matching existing records with the records from your data upload file.

Specify the number of data upload file rows you want to preview before you start uploading data to Sage CRM.

Select this check box to create a group for your data upload in Sage CRM. The group includes all records that were created in Sage CRM during the data upload. If you select this check box, you can use the Groups tab in Sage CRM to view the records created by your data upload.

Enter an informative description for the lead records you are uploading.

Select the team to which you want to assign the lead records being uploaded.

Do not use this option if you assign lead records using columns in your data upload file. For more information about how to assign lead records to Sage CRM users, see Lead.

Select the territory to which you want to assign the lead records.

Specify the Sage CRM user to whom you want to assign the lead records.

If you want to assign lead records to different users, create and populate the appropriate columns in your data upload file (see Lead for details). Then, select any user in the Assign to Users option. As a result, the lead records are assigned to the users specified in the data upload file.