About the Data Import Template

There is a data import template for each record type that can be imported. This template is in an XML Spreadsheet 2003 format with an .xml extension.

The columns in the template correspond to the various fields for a particular record type. The data validation feature of Excel controls the type of data in each column or the values that you enter into a cell. It also shows what columns are mandatory and require data for the record to be imported.