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Lightning: Import Patient Information from Other Systems

  • Click the gear icon

  • Click Setup

  • Search "Data Import Wizard"

  • Click Data Import Wizard

  • Click "Launch Wizard!"

  • Under "What kind of data are you importing?", Click "Standard Objects"

  • Click "Accounts and Contacts"

  • Click "Add new records"

  • Add the CSV

  • Click Next

  • Map any unmapped fields

  • Click Next

  • If everything looks like the image below, click Start Import

  • Click OK

  • When done (Progress 100%), you will see records processed.

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