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Import Tutorial Part 1

In this tutorial, I walk you through the process of importing ticket records into our ticket app using a clean CSV file and the import wizard. I explain the importance of formatting boolean fields as true or false, using unique identifiers like Work Email for contacts, and ensuring choice list fields match exactly with our app's values. After setting up the CSV, I demonstrate how to initiate the import and check the results, which showed that nine records were successfully added while one failed. I encourage you to refresh the page to monitor the import progress. Please follow these steps to ensure a smooth import process for your ticket records.

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