How to import new Accounts into SFDC | Scribe

    How to import new Accounts into SFDC

    • Leni Vasquez |
    • 17 steps |
    • 3 minutes
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    This Scribe guide goes over how to import new accounts into Salesforce.
    1
    Navigate to [https://scribe2022.lightning.force.com/lightning/page/home](https://scribe2022.lightning.force.com/lightning/page/home)
    2
    Click "Gear" icon.
    3
    Click here.
    4
    Switch to tab "Lightning Experience"
    5
    Click the "Quick Find" field.
    6
    Type "import"
    7
    Click "Data Import Wizard"
    8
    Click "Launch Wizard!"
    9
    Click "Accounts and Contacts"
    10
    Click "Add new records"
    11
    Click this dropdown.
    12
    Click "Next"
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    Heads Up! For you to map your accounts that aren't already in SFDC please make sure your csv. has a column in it with your name. SFDC will assign the Account owner from this field.
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    Your CVS list will have the fields you are trying to import into SFDC. Click "Map" Click "Account: Account Name" Click "Map" Click "Account: Record Owner" Click "Map" Click "Account: Phone" Click "Map" Click "Change" Click here. Click "Map" Click "Account: Industry" Click "Map" Click "Account: Billing Street" Click "Map" Click "Account: Billing City" Click "Map" Click "Account: Billing State/Province" Click "Map" Click "Account: Billing Zip/Postal Code" Click "Map" Click "Account: Billing Country" Click "Map"
    Your CVS list will have the fields you are trying to import into SFDC. Click "Map" Click "Account: Account Name" Click "Map" Click "Account: Record Owner" Click "Map" Click "Account: Phone" Click "Map" Click "Change" Click here. Click "Map" Click "Account: Industry" Click "Map" Click "Account: Billing Street" Click "Map" Click "Account: Billing City" Click "Map" Click "Account: Billing State/Province" Click "Map" Click "Account: Billing Zip/Postal Code" Click "Map" Click "Account: Billing Country" Click "Map"
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    Once you have all your field you want to map click "Next"
    15
    Click "Start Import"
    16
    Click "OK"
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    Once you hit ok you should see the details of the upload. It's important to see how many accounts were added and how many failed.